Parametric Portfolio Associates’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Parametric Portfolio Associates’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
2017 Q2	–	Sell	-650,443	Closed	-$22.2M	–	4028
2017 Q1	$22.2M	Buy	650,443 +235,030	+57%	+$7.99M	0.03%	564
2016 Q4	$14.1M	Buy	415,413 +1,442	+0.3%	+$49.4K	0.02%	798
2016 Q3	$14.5M	Hold	413,971	–	–	0.02%	708
2016 Q2	$14.4M	Buy	413,971 +232,990	+129%	+$8.02M	0.02%	683
2016 Q1	$6.2M	Buy	180,981 +2,600	+1%	+$87.7K	0.01%	1341
2015 Q4	$5.96M	Buy	178,381 +500	+0.3%	+$16.9K	0.01%	1211
2015 Q3	$6.04M	Buy	+177,881	New	+$6.02M	0.01%	988

Other funds holding SPIB

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Sentinel Asset Management Montpelier, Vermont $868K AUM 45.44% 1-Year Est. Return