APSP
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Asset Planning Services (Pennsylvania)’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Asset Planning Services (Pennsylvania)’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 		$1.99M Sell
55,063
-1,804
-3% -$65.4K 0.92% 22
2021
Q3 		$2.08M Buy
56,867
+18,474
+48% +$679K 1% 21
2021
Q2 		$1.41M Sell
38,393
-12,572
-25% -$459K 0.68% 29
2021
Q1 		$1.85M Sell
50,965
-112
-0.2% -$4.11K 0.85% 29
2020
Q4 		$1.9M Sell
51,077
-102
-0.2% -$3.76K 0.91% 25
2020
Q3 		$1.88M Sell
51,179
-1,977
-4% -$72.8K 0.81% 27
2020
Q2 		$1.94M Buy
53,156
+226
+0.4% +$8.04K 0.84% 23
2020
Q1 		$1.8M Buy
52,930
+76
+0.1% +$2.67K 0.89% 21
2019
Q4 		$1.89M Buy
52,854
+18,624
+54% +$656K 0.78% 28
2019
Q3 		$1.21M Buy
34,230
+15,374
+82% +$539K 0.52% 31
2019
Q2 		$659K Buy
18,856
+14,083
+295% +$483K 0.29% 46
2019
Q1 		$163K Buy
4,773
+16
+0.3% +$537 0.08% 76
2018
Q4 		$157K Buy
4,757
+17
+0.4% +$560 0.08% 73
2018
Q3 		$156K Buy
4,740
+39
+0.8% +$1.3K 0.07% 74
2018
Q2 		$156K Buy
4,701
+21
+0.4% +$699 0.08% 72
2018
Q1 		$157K Buy
4,680
+12
+0.3% +$405 0.08% 72
2017
Q4 		$160K Buy
4,668
+29
+0.6% +$997 0.08% 78
2017
Q3 		$160K Buy
4,639
+19
+0.4% +$656 0.09% 78
2017
Q2 		$159K Buy
4,620
+19
+0.4% +$653 0.1% 78
2017
Q1 		$157K Buy
4,601
+19
+0.4% +$646 0.11% 77
2016
Q4 		$155K Buy
4,582
+18
+0.4% +$617 0.12% 69
2016
Q3 		$159K Buy
4,564
+738
+19% +$25.7K 0.13% 67
2016
Q2 		$133K Buy
3,826
+698
+22% +$24K 0.12% 83
2016
Q1 		$107K Buy
3,128
+11
+0.4% +$371 0.1% 98
2015
Q4 		$104K Buy
3,117
+13
+0.4% +$440 0.1% 78
2015
Q3 		$105K Buy
3,104
+13
+0.4% +$440 0.11% 73
2015
Q2 		$105K Buy
+3,091
New +$106K 0.1% 75

Other funds holding SPIB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s SPIB Position: Q4 2021 in Review

Asset Planning Services (Pennsylvania) reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 3.2% in Q4 2021, selling an estimated $65.4K and leaving 55,063 shares worth $1.99M. The position accounts for 0.92% of the portfolio, ranked #22.

Asset Planning Services (Pennsylvania) first reported a position in SPIB in Q2 2015 and has held it in 27 quarters since. The position peaked at $2.08M in Q3 2021. 390 funds tracked by Wall St. Rank hold SPIB as of Q4 2021.

  • Asset Planning Services (Pennsylvania) held 55,063 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.99M as of Q4 2021.
  • Asset Planning Services (Pennsylvania) sold 1,804 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2021, an estimated $65.4K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.92% of Asset Planning Services (Pennsylvania)'s portfolio in Q4 2021, its #22 holding.
  • Asset Planning Services (Pennsylvania) first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2015 and has held it in 27 quarters since.
  • Asset Planning Services (Pennsylvania)'s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.08M in Q3 2021.
  • 390 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2021.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2021, filed 14 Feb 2022.