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

WFG Advisors’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
2017 Q2	$217K	Buy	6,295 +1,188	+23%	+$40.8K	0.05%	353
2017 Q1	$174K	Sell	5,107 -1,344	-21%	-$45.7K	0.05%	361
2016 Q4	$219K	Buy	+6,451	New	+$221K	0.05%	359
2016 Q2	–	Sell	-2,270	Closed	-$78K	–	1685
2016 Q1	$78K	Buy	2,270 +743	+49%	+$25.1K	0.02%	543
2015 Q4	$51K	Buy	1,527 +449	+42%	+$15.2K	0.02%	654
2015 Q3	$37K	Buy	1,078 +742	+221%	+$25.1K	0.01%	732
2015 Q2	$11K	Buy	+336	New	+$11.5K	﹤0.01%	1167
2015 Q1	–	Sell	-9	Closed	–	–	2061
2014 Q4	$0	Buy	+9	New	+$308	﹤0.01%	2227

Other funds holding SPIB

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Sentinel Asset Management Montpelier, Vermont $868K AUM 45.44% 1-Year Est. Return