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

Simply Money 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
2018
Q1 		$75.4M Buy
+2,249,030
New +$75.9M 10.61% 2

Other funds holding SPIB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 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
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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Simply Money Advisors's SPIB Position: Q1 2018 in Review

Simply Money Advisors opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2018: 2,249,030 shares worth $75.4M. The stake represents 10.61% of the portfolio and ranks #2 among its holdings.

205 funds tracked by Wall St. Rank hold SPIB as of Q1 2018.

  • Simply Money Advisors held 2,249,030 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $75.4M as of Q1 2018.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Simply Money Advisors position in Q1 2018.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 10.61% of Simply Money Advisors's portfolio in Q1 2018, its #2 holding.
  • 205 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.