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 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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Bedel Financial Consulting's SPIB Position: Q3 2021 in Review

Bedel Financial Consulting sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2021, closing a stake of 9 shares.

Bedel Financial Consulting first reported a position in SPIB in Q2 2018 and held it in 6 quarters. The position peaked at $30K in Q2 2018. 345 funds tracked by Wall St. Rank hold SPIB as of Q3 2021.

Bedel Financial Consulting reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Bedel Financial Consulting sold 9 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2021.
Bedel Financial Consulting first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2018 and held it in 6 quarters.
Bedel Financial Consulting's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $30K in Q2 2018.
345 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2021.

Based on Bedel Financial Consulting's 13F filing for Q3 2021, filed 12 Oct 2021.