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USCA RIA’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

USCA RIA’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
2016
Q4 		– Sell
-5,903
Closed -$206K – 406
2016
Q3 		$206K Hold
5,903
– – 0.03% 355
2016
Q2 		$206K Sell
5,903
-200
-3% -$6.89K 0.03% 343
2016
Q1 		$209K Buy
+6,103
New +$206K 0.04% 323

Other funds holding SPIB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAM
Sentinel Asset Management Montpelier, Vermont $868K AUM 45.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

USCA RIA's SPIB Position: Q4 2016 in Review

USCA RIA sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2016, closing a stake of 5,903 shares — an estimated $206K sold.

USCA RIA first reported a position in SPIB in Q1 2016 and held it in 3 quarters. The position peaked at $209K in Q1 2016. 121 funds tracked by Wall St. Rank hold SPIB as of Q4 2016.

  • USCA RIA reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • USCA RIA sold 5,903 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2016, an estimated $206K.
  • USCA RIA first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2016 and held it in 3 quarters.
  • USCA RIA's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $209K in Q1 2016.
  • 121 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2016.

Based on USCA RIA's 13F filing for Q4 2016, filed 9 Feb 2017.