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Moneta Group Investment Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Moneta Group Investment Advisors’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-10,305
Closed -$343K – 353
2018
Q2 		$343K Buy
+10,305
New +$343K 0.04% 199

Other funds holding SPIB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Moneta Group Investment Advisors's SPIB Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2018, closing a stake of 10,305 shares — an estimated $343K sold.

Moneta Group Investment Advisors first reported a position in SPIB in Q2 2018 and held it in 1 quarter. The position peaked at $343K in Q2 2018. 222 funds tracked by Wall St. Rank hold SPIB as of Q3 2018.

  • Moneta Group Investment Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 10,305 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2018, an estimated $343K.
  • Moneta Group Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $343K in Q2 2018.
  • 222 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.