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

CSIA

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MIS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SAM

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

Parametric Portfolio Associates's SPIB Position: Q2 2017 in Review

Parametric Portfolio Associates sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2017, closing a stake of 650,443 shares — an estimated $22.2M sold.

Parametric Portfolio Associates first reported a position in SPIB in Q3 2015 and held it in 7 quarters. The position peaked at $22.2M in Q1 2017. 132 funds tracked by Wall St. Rank hold SPIB as of Q2 2017.

Parametric Portfolio Associates reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
Parametric Portfolio Associates sold 650,443 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2017, an estimated $22.2M.
Parametric Portfolio Associates first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2015 and held it in 7 quarters.
Parametric Portfolio Associates's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $22.2M in Q1 2017.
132 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2017.

Based on Parametric Portfolio Associates's 13F filing for Q2 2017, filed 11 Aug 2017.