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

Advisor 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
2022 Q2	$532K	Sell	16,315 -569	-3%	-$18.8K	0.04%	464
2022 Q1	$577K	Buy	16,884 +968	+6%	+$33.9K	0.04%	470
2021 Q4	$576K	Buy	15,916 +2,605	+20%	+$94.4K	0.03%	476
2021 Q3	$486K	Buy	13,311 +19	+0.1%	+$699	0.03%	495
2021 Q2	$487K	Sell	13,292 -1,748	-12%	-$63.8K	0.03%	512
2021 Q1	$545K	Buy	15,040 +473	+3%	+$17.4K	0.04%	459
2020 Q4	$541K	Buy	14,567 +1,102	+8%	+$40.7K	0.04%	434
2020 Q3	$495K	Buy	13,465 +3,418	+34%	+$126K	0.04%	394
2020 Q2	$366K	Buy	10,047 +1,544	+18%	+$54.9K	0.03%	455
2020 Q1	$289K	Buy	+8,503	New	+$298K	0.03%	448

Other funds holding SPIB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

TAIM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CSIA

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisor Partners's SPIB Position: Q2 2022 in Review

Advisor Partners reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 3.4% in Q2 2022, selling an estimated $18.8K and leaving 16,315 shares worth $532K. The position accounts for 0.04% of the portfolio, ranked #464.

Advisor Partners first reported a position in SPIB in Q1 2020 and has held it in 10 quarters since. The position peaked at $577K in Q1 2022. 380 funds tracked by Wall St. Rank hold SPIB as of Q2 2022.

Advisor Partners held 16,315 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $532K as of Q2 2022.
Advisor Partners sold 569 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2022, an estimated $18.8K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.04% of Advisor Partners's portfolio in Q2 2022, its #464 holding.
Advisor Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2020 and has held it in 10 quarters since.
Advisor Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $577K in Q1 2022.
380 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.