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Wealth & Pension Services Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Wealth & Pension Services 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
2019
Q3 		$297K Buy
8,429
+41
+0.5% +$1.44K 0.22% 97
2019
Q2 		$293K Buy
8,388
+43
+0.5% +$1.48K 0.21% 96
2019
Q1 		$285K Buy
8,345
+30
+0.4% +$1.01K 0.22% 94
2018
Q4 		$275K Sell
8,315
-3,659
-31% -$121K 0.25% 84
2018
Q3 		$399K Buy
+11,974
New +$399K 0.4% 55

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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Wealth & Pension Services Group's SPIB Position: Q3 2019 in Review

Wealth & Pension Services Group increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.49% in Q3 2019, buying an estimated $1.44K and bringing the position to 8,429 shares worth $297K. The position accounts for 0.22% of the portfolio, ranked #97.

Wealth & Pension Services Group first reported a position in SPIB in Q3 2018 and has held it in 5 quarters since. The position peaked at $399K in Q3 2018. 286 funds tracked by Wall St. Rank hold SPIB as of Q3 2019.

  • Wealth & Pension Services Group held 8,429 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $297K as of Q3 2019.
  • Wealth & Pension Services Group bought 41 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2019, an estimated $1.44K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.22% of Wealth & Pension Services Group's portfolio in Q3 2019, its #97 holding.
  • Wealth & Pension Services Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2018 and has held it in 5 quarters since.
  • Wealth & Pension Services Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $399K in Q3 2018.
  • 286 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.