RIA
SPIB icon

Rushmore Investment Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Rushmore Investment Advisors’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
2013
Q2 		$1.72M Buy
+51,120
New +$1.76M 0.35% 89

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GF
Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $670M AUM 34.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Rushmore Investment Advisors's SPIB Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2013: 51,120 shares worth $1.72M. The stake represents 0.35% of the portfolio and ranks #89 among its holdings.

42 funds tracked by Wall St. Rank hold SPIB as of Q2 2013.

  • Rushmore Investment Advisors held 51,120 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.72M as of Q2 2013.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Rushmore Investment Advisors position in Q2 2013.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.35% of Rushmore Investment Advisors's portfolio in Q2 2013, its #89 holding.
  • 42 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.