TIM
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Tortoise Investment Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Tortoise Investment 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
2015
Q2 		– Sell
-1,800
Closed -$62K – 445
2015
Q1 		$62K Hold
1,800
– – 0.02% 192
2014
Q4 		$62K Hold
1,800
– – 0.02% 192
2014
Q3 		$61K Hold
1,800
– – 0.03% 195
2014
Q2 		$62K Hold
1,800
– – 0.03% 194
2014
Q1 		$61K Sell
1,800
-1,000
-36% -$33.9K 0.03% 175
2013
Q4 		$94K Sell
2,800
-500
-15% -$16.9K 0.05% 139
2013
Q3 		$111K Sell
3,300
-22,846
-87% -$766K 0.07% 109
2013
Q2 		$878K Buy
+26,146
New +$902K 0.58% 38

Other funds holding SPIB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 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
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return