A
SPIB icon

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

AdvicePeriod’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
2020
Q2 		– Sell
-21,963
Closed -$747K – 90
2020
Q1 		$747K Sell
21,963
-3,909
-15% -$137K 0.08% 70
2019
Q4 		$914K Buy
25,872
+8,997
+53% +$317K 0.08% 69
2019
Q3 		$596K Buy
+16,875
New +$592K 0.06% 73

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MIA
MainStreet Investment Advisors Chicago, Illinois $665M AUM 18.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

AdvicePeriod's SPIB Position: Q2 2020 in Review

AdvicePeriod sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2020, closing a stake of 21,963 shares — an estimated $747K sold.

AdvicePeriod first reported a position in SPIB in Q3 2019 and held it in 3 quarters. The position peaked at $914K in Q4 2019. 312 funds tracked by Wall St. Rank hold SPIB as of Q2 2020.

  • AdvicePeriod reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • AdvicePeriod sold 21,963 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2020, an estimated $747K.
  • AdvicePeriod first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
  • AdvicePeriod's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $914K in Q4 2019.
  • 312 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2020.

Based on AdvicePeriod's 13F filing for Q2 2020, filed 5 Aug 2020.