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

Semmax Financial 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
2019
Q2 		– Sell
-1,344
Closed -$46K – 446
2019
Q1 		$46K Sell
1,344
-1,539
-53% -$51.7K 0.03% 196
2018
Q4 		$95K Buy
+2,883
New +$95K 0.07% 160

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 22.9% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Semmax Financial Advisors's SPIB Position: Q2 2019 in Review

Semmax Financial Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2019, closing a stake of 1,344 shares — an estimated $46K sold.

Semmax Financial Advisors first reported a position in SPIB in Q4 2018 and held it in 2 quarters. The position peaked at $95K in Q4 2018. 274 funds tracked by Wall St. Rank hold SPIB as of Q2 2019.

  • Semmax Financial Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Semmax Financial Advisors sold 1,344 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2019, an estimated $46K.
  • Semmax Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
  • Semmax Financial Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $95K in Q4 2018.
  • 274 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2019.

Based on Semmax Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.