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Beacon Financial Advisory’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Beacon Financial Advisory’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
Q1 		– Sell
-8,875
Closed -$329K – 235
2020
Q4 		$329K Buy
8,875
+298
+3% +$11K 0.21% 137
2020
Q3 		$315K Buy
+8,577
New +$316K 0.27% 122

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Beacon Financial Advisory's SPIB Position: Q1 2021 in Review

Beacon Financial Advisory sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2021, closing a stake of 8,875 shares — an estimated $329K sold.

Beacon Financial Advisory first reported a position in SPIB in Q3 2020 and held it in 2 quarters. The position peaked at $329K in Q4 2020. 349 funds tracked by Wall St. Rank hold SPIB as of Q1 2021.

  • Beacon Financial Advisory reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Beacon Financial Advisory sold 8,875 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2021, an estimated $329K.
  • Beacon Financial Advisory first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2020 and held it in 2 quarters.
  • Beacon Financial Advisory's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $329K in Q4 2020.
  • 349 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2021.

Based on Beacon Financial Advisory's 13F filing for Q1 2021, filed 20 Apr 2021.