SCA
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Strategic Capital Alternatives’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		$22K Sell
638
-4,310
-87% -$146K ﹤0.01% 239
2015
Q2 		$168K Buy
+4,948
New +$170K 0.04% 195
2015
Q1 		– Sell
-60,300
Closed -$2.06M – 287
2014
Q4 		$2.06M Sell
60,300
-9,769
-14% -$335K 0.8% 53
2014
Q3 		$2.39M Buy
+70,069
New +$2.4M 0.84% 45

Other funds holding SPIB

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Strategic Capital Alternatives's SPIB Position: Q3 2015 in Review

Strategic Capital Alternatives reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 87% in Q3 2015, selling an estimated $146K and leaving 638 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Strategic Capital Alternatives first reported a position in SPIB in Q3 2014 and has held it in 4 quarters since. The position peaked at $2.39M in Q3 2014. 78 funds tracked by Wall St. Rank hold SPIB as of Q3 2015.

  • Strategic Capital Alternatives held 638 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $22K as of Q3 2015.
  • Strategic Capital Alternatives sold 4,310 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2015, an estimated $146K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Strategic Capital Alternatives's portfolio in Q3 2015, its #239 holding.
  • Strategic Capital Alternatives first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2014 and has held it in 4 quarters since.
  • Strategic Capital Alternatives's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.39M in Q3 2014.
  • 78 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.