Northern Capital Management (Wisconsin)’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Northern Capital Management (Wisconsin)’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 Q4	$1.21M	Sell	36,480 -66,625	-65%	-$2.2M	0.32%	105
2018 Q3	$3.43M	Buy	103,105 +31,465	+44%	+$1.05M	0.79%	52
2018 Q2	$2.38M	Sell	71,640 -52,010	-42%	-$1.73M	0.58%	69
2018 Q1	$4.15M	Buy	+123,650	New	+$4.17M	1.07%	33

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 $851M AUM 5.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

DCM

DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Capital Management (Wisconsin)'s SPIB Position: Q4 2018 in Review

Northern Capital Management (Wisconsin) reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 65% in Q4 2018, selling an estimated $2.2M and leaving 36,480 shares worth $1.21M. The position accounts for 0.32% of the portfolio, ranked #105.

Northern Capital Management (Wisconsin) first reported a position in SPIB in Q1 2018 and has held it in 4 quarters since. The position peaked at $4.15M in Q1 2018. 262 funds tracked by Wall St. Rank hold SPIB as of Q4 2018.

Northern Capital Management (Wisconsin) held 36,480 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.21M as of Q4 2018.
Northern Capital Management (Wisconsin) sold 66,625 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2018, an estimated $2.2M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.32% of Northern Capital Management (Wisconsin)'s portfolio in Q4 2018, its #105 holding.
Northern Capital Management (Wisconsin) first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2018 and has held it in 4 quarters since.
Northern Capital Management (Wisconsin)'s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4.15M in Q1 2018.
262 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2018.

Based on Northern Capital Management (Wisconsin)'s 13F filing for Q4 2018, filed 1 Feb 2019.