SRSA
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S.R. Schill & Associates’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

S.R. Schill & 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
2018
Q4 		– Sell
-191,862
Closed -$6.39M – 92
2018
Q3 		$6.39M Sell
191,862
-203,176
-51% -$6.77M 3.92% 5
2018
Q2 		$13.2M Sell
395,038
-14,778
-4% -$492K 8.05% 2
2018
Q1 		$13.7M Buy
+409,816
New +$13.8M 8.51% 2

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 $1.24B AUM 2.91% 1-Year Est. Return
UBS Group
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

S.R. Schill & Associates's SPIB Position: Q4 2018 in Review

S.R. Schill & Associates sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2018, closing a stake of 191,862 shares — an estimated $6.39M sold.

S.R. Schill & Associates first reported a position in SPIB in Q1 2018 and held it in 3 quarters. The position peaked at $13.7M in Q1 2018. 262 funds tracked by Wall St. Rank hold SPIB as of Q4 2018.

  • S.R. Schill & Associates reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • S.R. Schill & Associates sold 191,862 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2018, an estimated $6.39M.
  • S.R. Schill & Associates first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2018 and held it in 3 quarters.
  • S.R. Schill & Associates's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $13.7M 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 S.R. Schill & Associates's 13F filing for Q4 2018, filed 24 Jan 2019.