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

Beaumont Financial Advisors’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
2022 Q2	–	Sell	-6,676	Closed	-$228K	–	360
2022 Q1	$228K	Sell	6,676 -13,958	-68%	-$489K	0.02%	327
2021 Q4	$746K	Sell	20,634 -3,978	-16%	-$144K	0.05%	170
2021 Q3	$899K	Buy	+24,612	New	+$905K	0.07%	150
2019 Q3	–	Sell	-46,166	Closed	-$1.61M	–	288
2019 Q2	$1.61M	Buy	+46,166	New	+$1.58M	0.17%	96
2018 Q3	–	Sell	-44,279	Closed	-$1.47M	–	245
2018 Q2	$1.47M	Buy	+44,279	New	+$1.47M	0.16%	81

Other funds holding SPIB

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

CSIA

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beaumont Financial Advisors's SPIB Position: Q2 2022 in Review

Beaumont Financial Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2022, closing a stake of 6,676 shares — an estimated $228K sold.

Beaumont Financial Advisors first reported a position in SPIB in Q2 2018 and held it in 5 quarters. The position peaked at $1.61M in Q2 2019. 379 funds tracked by Wall St. Rank hold SPIB as of Q2 2022.

Beaumont Financial Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Beaumont Financial Advisors sold 6,676 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2022, an estimated $228K.
Beaumont Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2018 and held it in 5 quarters.
Beaumont Financial Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.61M in Q2 2019.
379 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2022.

Based on Beaumont Financial Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.