AlphaStar Capital Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

AlphaStar Capital Management’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 Q1	–	Sell	-367,688	Closed	-$13M	–	236
2019 Q4	$13M	Sell	367,688 -70,210	-16%	-$2.47M	2.82%	7
2019 Q3	$15.4M	Sell	437,898 -712	-0.2%	-$25K	3.68%	4
2019 Q2	$15.3M	Buy	438,610 +136,580	+45%	+$4.68M	3.87%	4
2019 Q1	$10.3M	Buy	302,030 +218,717	+263%	+$7.35M	2.89%	6
2018 Q4	$2.75M	Sell	83,313 -143,105	-63%	-$4.72M	0.88%	23
2018 Q3	$7.54M	Buy	226,418 +91,724	+68%	+$3.06M	2.22%	6
2018 Q2	$4.48M	Buy	134,694 +74,364	+123%	+$2.47M	1.41%	14
2018 Q1	$2.02M	Sell	60,330 -22,112	-27%	-$746K	0.77%	47
2017 Q4	$2.82M	Buy	+82,442	New	+$2.83M	0.73%	37

Other funds holding SPIB

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

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

AIMU

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AlphaStar Capital Management's SPIB Position: Q1 2020 in Review

AlphaStar Capital Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2020, closing a stake of 367,688 shares — an estimated $13M sold.

AlphaStar Capital Management first reported a position in SPIB in Q4 2017 and held it in 9 quarters. The position peaked at $15.4M in Q3 2019. 304 funds tracked by Wall St. Rank hold SPIB as of Q1 2020.

AlphaStar Capital Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
AlphaStar Capital Management sold 367,688 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2020, an estimated $13M.
AlphaStar Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and held it in 9 quarters.
AlphaStar Capital Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $15.4M in Q3 2019.
304 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2020.

Based on AlphaStar Capital Management's 13F filing for Q1 2020, filed 5 May 2020.