Stuart Chaussee & Associates’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Stuart Chaussee & 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	-880	Closed	-$29K	–	132
2018 Q3	$29K	Hold	880	–	–	0.02%	58
2018 Q2	$29K	Hold	880	–	–	0.02%	63
2018 Q1	$29K	Hold	880	–	–	0.12%	36
2017 Q4	$30K	Buy	+880	New	+$30.2K	0.02%	45

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Stuart Chaussee & Associates's SPIB Position: Q4 2018 in Review

Stuart Chaussee & Associates sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2018, closing a stake of 880 shares — an estimated $29K sold.

Stuart Chaussee & Associates first reported a position in SPIB in Q4 2017 and held it in 4 quarters. The position peaked at $30K in Q4 2017. 262 funds tracked by Wall St. Rank hold SPIB as of Q4 2018.

Stuart Chaussee & Associates reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Stuart Chaussee & Associates sold 880 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2018, an estimated $29K.
Stuart Chaussee & Associates first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and held it in 4 quarters.
Stuart Chaussee & Associates's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $30K in Q4 2017.
262 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2018.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2018, filed 11 Jan 2019.