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

Wealthfront’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
Q4 		– Sell
-1
Closed – – 938
2015
Q3 		$0 Sell
1
-1
-50% -$34 ﹤0.01% 1419
2015
Q2 		$0 Buy
+2
New +$69 ﹤0.01% 1378

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront's SPIB Position: Q4 2015 in Review

Wealthfront sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2015, closing a stake of 1 share.

Wealthfront first reported a position in SPIB in Q2 2015 and held it in 2 quarters. The position peaked at $0 in Q3 2015. 85 funds tracked by Wall St. Rank hold SPIB as of Q4 2015.

  • Wealthfront reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 1 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share in Q4 2015.
  • Wealthfront first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2015 and held it in 2 quarters.
  • Wealthfront's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $0 in Q3 2015.
  • 85 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.