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New England Securities’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

New England Securities’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
2014
Q4 		$10K Buy
+302
New +$10.3K ﹤0.01% 1091
2014
Q3 		– Sell
-109
Closed -$4K – 1748
2014
Q2 		$4K Sell
109
-148
-58% -$5.06K ﹤0.01% 1396
2014
Q1 		$9K Buy
+257
New +$8.72K ﹤0.01% 1112

Other funds holding SPIB

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $670M AUM 34.04% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

New England Securities's SPIB Position: Q4 2014 in Review

New England Securities opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2014: 302 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1091 among its holdings. This is a return to the name: New England Securities previously reported a position in SPIB as recently as Q2 2014.

New England Securities first reported a position in SPIB in Q1 2014 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold SPIB as of Q4 2014.

  • New England Securities held 302 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $10K as of Q4 2014.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new New England Securities position in Q4 2014.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1091 holding.
  • New England Securities first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2014 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.