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

Strategic Capital Group’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
2014 Q2	$2.56M	Buy	74,308 +19,342	+35%	+$662K	0.8%	48
2014 Q1	$1.87M	Buy	54,966 +53,542	+3,760%	+$1.82M	0.6%	64
2013 Q4	$48K	Sell	1,424 -44,025	-97%	-$1.49M	0.04%	181
2013 Q3	$1.53M	Buy	+45,449	New	+$1.52M	0.58%	69

Other funds holding SPIB

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Strategy Asset Managers Pasadena, California $609M AUM 32.56% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

American International Group New York $609M AUM 23.67% 1-Year Est. Return