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SVA Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

SVA Wealth Management’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 		– Sell
-48,900
Closed -$1.66M – 166
2014
Q1 		$1.66M Buy
48,900
+5,100
+12% +$173K 0.79% 31
2013
Q4 		$1.47M Buy
+43,800
New +$1.48M 0.88% 27

Other funds holding SPIB

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Wells Fargo
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
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $609M AUM 32.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SCG
Strategic Capital Group Gig Harbor, Washington $321M AUM 22.54% 1-Year Est. Return

SVA Wealth Management's SPIB Position: Q2 2014 in Review

SVA Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2014, closing a stake of 48,900 shares — an estimated $1.66M sold.

SVA Wealth Management first reported a position in SPIB in Q4 2013 and held it in 2 quarters. The position peaked at $1.66M in Q1 2014. 56 funds tracked by Wall St. Rank hold SPIB as of Q2 2014.

  • SVA Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2014 after selling out during the quarter.
  • SVA Wealth Management sold 48,900 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2014, an estimated $1.66M.
  • SVA Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2013 and held it in 2 quarters.
  • SVA Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.66M in Q1 2014.
  • 56 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2014.

Based on SVA Wealth Management's 13F filing for Q2 2014, filed 13 Aug 2014.