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

Archford Capital Strategies’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
2021 Q4	–	Sell	-5,721	Closed	-$209K	–	313
2021 Q3	$209K	Sell	5,721 -1,740	-23%	-$64K	0.05%	297
2021 Q2	$274K	Sell	7,461 -1,338	-15%	-$48.8K	0.07%	253
2021 Q1	$321K	Sell	8,799 -13,028	-60%	-$478K	0.09%	224
2020 Q4	$807K	Sell	21,827 -312	-1%	-$11.5K	0.19%	152
2020 Q3	$814K	Buy	22,139 +1,067	+5%	+$39.3K	0.22%	134
2020 Q2	$770K	Buy	21,072 +10,540	+100%	+$375K	0.23%	129
2020 Q1	$358K	Buy	+10,532	New	+$369K	0.14%	162
2019 Q3	–	Sell	-233	Closed	-$8K	–	475
2019 Q2	$8K	Buy	+233	New	+$7.99K	﹤0.01%	422

Other funds holding SPIB

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

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

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

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

Envestnet Asset Management

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

Verition Fund Management

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

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

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return