PFG
SPIB icon

Piershale Financial Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Piershale Financial Group’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
Q3 		– Sell
-347
Closed -$12K – 185
2014
Q2 		$12K Hold
347
– – 0.01% 90
2014
Q1 		$12K Hold
347
– – 0.01% 76
2013
Q4 		$12K Hold
347
– – 0.02% 63
2013
Q3 		$12K Buy
+347
New +$11.6K 0.01% 70

Other funds holding SPIB

U
UBS Zurich, Switzerland $136B AUM 16.36% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SCA
Strategic Capital Alternatives Gig Harbor, United States $6.3M AUM
BCM
Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return

Piershale Financial Group's SPIB Position: Q3 2014 in Review

Piershale Financial Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2014, closing a stake of 347 shares — an estimated $12K sold.

Piershale Financial Group first reported a position in SPIB in Q3 2013 and held it in 4 quarters. The position peaked at $12K in Q2 2014. 59 funds tracked by Wall St. Rank hold SPIB as of Q3 2014.

  • Piershale Financial Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2014 after selling out during the quarter.
  • Piershale Financial Group sold 347 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2014, an estimated $12K.
  • Piershale Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2013 and held it in 4 quarters.
  • Piershale Financial Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $12K in Q2 2014.
  • 59 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2014.

Based on Piershale Financial Group's 13F filing for Q3 2014, filed 21 Oct 2014.