WIP
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Wellesley Investment Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Wellesley Investment Partners’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 		– Sell
-8,814
Closed -$307K – 113
2019
Q2 		$307K Sell
8,814
-512
-5% -$17.6K 0.11% 89
2019
Q1 		$318K Hold
9,326
– – 0.11% 90
2018
Q4 		$308K Sell
9,326
-426
-4% -$14K 0.11% 91
2018
Q3 		$324K Sell
9,752
-195,261
-95% -$6.5M 0.11% 97
2018
Q2 		$6.82M Buy
205,013
+7,022
+4% +$234K 2.37% 12
2018
Q1 		$6.64M Buy
197,991
+21,949
+12% +$740K 2.39% 10
2017
Q4 		$6.02M Buy
176,042
+10,358
+6% +$356K 2.28% 12
2017
Q3 		$5.72M Buy
165,684
+1,715
+1% +$59.2K 2.35% 12
2017
Q2 		$5.64M Buy
163,969
+3,667
+2% +$126K 2.37% 11
2017
Q1 		$5.47M Buy
160,302
+9,543
+6% +$325K 2.42% 11
2016
Q4 		$5.11M Buy
150,759
+6,561
+5% +$225K 2.48% 10
2016
Q3 		$5.03M Sell
144,198
-685
-0.5% -$23.9K 2.61% 11
2016
Q2 		$5.05M Buy
144,883
+10,343
+8% +$356K 2.73% 11
2016
Q1 		$4.61M Buy
134,540
+16,237
+14% +$547K 2.76% 13
2015
Q4 		$3.95M Buy
+118,303
New +$4M 2.72% 15

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 $851M AUM 5.13% 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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $530B AUM 22.01% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Wellesley Investment Partners's SPIB Position: Q3 2019 in Review

Wellesley Investment Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2019, closing a stake of 8,814 shares — an estimated $307K sold.

Wellesley Investment Partners first reported a position in SPIB in Q4 2015 and held it in 15 quarters. The position peaked at $6.82M in Q2 2018. 286 funds tracked by Wall St. Rank hold SPIB as of Q3 2019.

  • Wellesley Investment Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Wellesley Investment Partners sold 8,814 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2019, an estimated $307K.
  • Wellesley Investment Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2015 and held it in 15 quarters.
  • Wellesley Investment Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $6.82M in Q2 2018.
  • 286 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2019.

Based on Wellesley Investment Partners's 13F filing for Q3 2019, filed 8 Nov 2019.