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

CSIA

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

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

TAIM

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

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

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

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

AIMU

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Archford Capital Strategies's SPIB Position: Q4 2021 in Review

Archford Capital Strategies sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2021, closing a stake of 5,721 shares — an estimated $209K sold.

Archford Capital Strategies first reported a position in SPIB in Q2 2019 and held it in 8 quarters. The position peaked at $814K in Q3 2020. 389 funds tracked by Wall St. Rank hold SPIB as of Q4 2021.

Archford Capital Strategies reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Archford Capital Strategies sold 5,721 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2021, an estimated $209K.
Archford Capital Strategies first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2019 and held it in 8 quarters.
Archford Capital Strategies's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $814K in Q3 2020.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2021.

Based on Archford Capital Strategies's 13F filing for Q4 2021, filed 20 Jan 2022.