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

American Portfolios 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
2022 Q3	$116K	Sell	3,710 -472	-11%	-$15.4K	﹤0.01%	1271
2022 Q2	$136K	Sell	4,182 -116	-3%	-$3.83K	0.01%	1241
2022 Q1	$147K	Sell	4,298 -536	-11%	-$18.8K	0.01%	1324
2021 Q4	$175K	Buy	4,834 +529	+12%	+$19.2K	0.01%	1227
2021 Q3	$157K	Buy	4,305 +371	+9%	+$13.6K	0.01%	1237
2021 Q2	$144K	Sell	3,934 -199	-5%	-$7.26K	0.01%	1264
2021 Q1	$150K	Sell	4,133 -77	-2%	-$2.83K	0.01%	1160
2020 Q4	$157K	Sell	4,210 -11	-0.3%	-$406	0.01%	983
2020 Q3	$155K	Sell	4,221 -98	-2%	-$3.61K	0.01%	901
2020 Q2	$158K	Buy	4,319 +337	+8%	+$12K	0.01%	817
2020 Q1	$135K	Sell	3,982 -1,495	-27%	-$52.4K	0.01%	783
2019 Q4	$193K	Sell	5,477 -312	-5%	-$11K	0.01%	757
2019 Q3	$204K	Buy	5,789 +1,298	+29%	+$45.5K	0.02%	707
2019 Q2	$157K	Sell	4,491 -17	-0.4%	-$583	0.01%	803
2019 Q1	$154K	Buy	4,508 +303	+7%	+$10.2K	0.01%	718
2018 Q4	$139K	Buy	4,205 +88	+2%	+$2.9K	0.02%	632
2018 Q3	$137K	Buy	4,117 +412	+11%	+$13.7K	0.02%	716
2018 Q2	$123K	Buy	3,705 +19	+0.5%	+$632	0.02%	727
2018 Q1	$124K	Sell	3,686 -483	-12%	-$16.3K	0.02%	679
2017 Q4	$143K	Buy	+4,169	New	+$143K	0.02%	621

Other funds holding SPIB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

American Portfolios Advisors's SPIB Position: Q3 2022 in Review

American Portfolios Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 11% in Q3 2022, selling an estimated $15.4K and leaving 3,710 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

American Portfolios Advisors first reported a position in SPIB in Q4 2017 and has held it in 20 quarters since. The position peaked at $204K in Q3 2019. 389 funds tracked by Wall St. Rank hold SPIB as of Q3 2022.

American Portfolios Advisors held 3,710 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $116K as of Q3 2022.
American Portfolios Advisors sold 472 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2022, an estimated $15.4K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1271 holding.
American Portfolios Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $204K in Q3 2019.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.