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

Ahrens 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
2023 Q1	$30.7K	Buy	+944	New	+$30.4K	0.02%	396
2022 Q3	–	Sell	-2,981	Closed	-$97K	–	791
2022 Q2	$97K	Hold	2,981	–	–	0.04%	231
2022 Q1	$102K	Hold	2,981	–	–	0.03%	269
2021 Q4	$108K	Buy	+2,981	New	+$108K	0.05%	275

Other funds holding SPIB

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TAIM

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

CSIA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Ahrens Investment Partners's SPIB Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2023: 944 shares worth $30.7K. The stake represents 0.02% of the portfolio and ranks #396 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in SPIB as recently as Q2 2022.

Ahrens Investment Partners first reported a position in SPIB in Q4 2021 and has held it in 4 quarters since. The position peaked at $108K in Q4 2021. 399 funds tracked by Wall St. Rank hold SPIB as of Q1 2023.

Ahrens Investment Partners held 944 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $30.7K as of Q1 2023.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Ahrens Investment Partners position in Q1 2023.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Ahrens Investment Partners's portfolio in Q1 2023, its #396 holding.
Ahrens Investment Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and has held it in 4 quarters since.
Ahrens Investment Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $108K in Q4 2021.
399 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.