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

Arcadia Investment 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	–	Sell	-106	Closed	-$3.46K	–	106
2022 Q2	$3.46K	Hold	106	–	–	﹤0.01%	90
2022 Q1	$3.62K	Hold	106	–	–	﹤0.01%	90
2021 Q4	$3.83K	Hold	106	–	–	﹤0.01%	89
2021 Q3	$3.87K	Hold	106	–	–	﹤0.01%	90
2021 Q2	$3.89K	Hold	106	–	–	﹤0.01%	95
2021 Q1	$3.84K	Hold	106	–	–	﹤0.01%	84
2020 Q4	$3.94K	Buy	+106	New	+$3.91K	﹤0.01%	87

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

CSIA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Arcadia Investment Advisors's SPIB Position: Q3 2022 in Review

Arcadia Investment Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2022, closing a stake of 106 shares — an estimated $3.46K sold.

Arcadia Investment Advisors first reported a position in SPIB in Q4 2020 and held it in 7 quarters. The position peaked at $3.94K in Q4 2020. 388 funds tracked by Wall St. Rank hold SPIB as of Q3 2022.

Arcadia Investment Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Arcadia Investment Advisors sold 106 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2022, an estimated $3.46K.
Arcadia Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Arcadia Investment Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.94K in Q4 2020.
388 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2022.

Based on Arcadia Investment Advisors's 13F filing for Q3 2022, filed 19 Dec 2024.