BFC
SPIB icon

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

Bedel Financial Consulting’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
Q3 		– Sell
-9
Closed – – 1024
2021
Q2 		$0 Hold
9
– – ﹤0.01% 1008
2021
Q1 		$0 Hold
9
– – ﹤0.01% 966
2020
Q4 		$0 Hold
9
– – ﹤0.01% 873
2020
Q3 		$0 Hold
9
– – ﹤0.01% 851
2020
Q2 		$0 Buy
+9
New +$320 ﹤0.01% 908
2018
Q3 		– Sell
-908
Closed -$30K – 713
2018
Q2 		$30K Buy
+908
New +$30.2K 0.02% 327

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CSIA
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return