Baystate Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Baystate Wealth Management’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
2023 Q3	–	Sell	-1,194	Closed	-$38.4K	–	1092
2023 Q2	$38.4K	Buy	1,194 +11	+0.9%	+$355	﹤0.01%	363
2023 Q1	$38.5K	Buy	1,183 +7	+0.6%	+$226	﹤0.01%	366
2022 Q4	$37K	Buy	1,176 +13	+1%	+$411	﹤0.01%	378
2022 Q3	$36K	Sell	1,163 -2,117	-65%	-$69K	﹤0.01%	352
2022 Q2	$107K	Sell	3,280 -1,181	-26%	-$39K	0.01%	228
2022 Q1	$152K	Buy	4,461 +1,827	+69%	+$64K	0.01%	197
2021 Q4	$95K	Buy	2,634 +145	+6%	+$5.26K	0.01%	249
2021 Q3	$91K	Buy	2,489 +1,550	+165%	+$57K	0.01%	230
2021 Q2	$34K	Sell	939 -523	-36%	-$19.1K	﹤0.01%	322
2021 Q1	$53K	Buy	1,462 +497	+52%	+$18.2K	0.01%	255
2020 Q4	$36K	Buy	+965	New	+$35.6K	﹤0.01%	288
2015 Q3	–	Sell	-6,782	Closed	-$230K	–	60
2015 Q2	$230K	Hold	6,782	–	–	0.06%	53
2015 Q1	$234K	Buy	+6,782	New	+$234K	0.06%	45

Other funds holding SPIB

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

CSIA

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Baystate Wealth Management's SPIB Position: Q3 2023 in Review

Baystate Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2023, closing a stake of 1,194 shares — an estimated $38.4K sold.

Baystate Wealth Management first reported a position in SPIB in Q1 2015 and held it in 13 quarters. The position peaked at $234K in Q1 2015. 408 funds tracked by Wall St. Rank hold SPIB as of Q3 2023.

Baystate Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Baystate Wealth Management sold 1,194 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2023, an estimated $38.4K.
Baystate Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2015 and held it in 13 quarters.
Baystate Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $234K in Q1 2015.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.