Benedetti & Gucer’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Benedetti & Gucer’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 Q1	–	Sell	-8,142	Closed	-$294K	–	106
2021 Q4	$294K	Hold	8,142	–	–	0.2%	70
2021 Q3	$297K	Sell	8,142 -131	-2%	-$4.82K	0.23%	66
2021 Q2	$304K	Hold	8,273	–	–	0.27%	58
2021 Q1	$299K	Buy	+8,273	New	+$304K	0.28%	56

Other funds holding SPIB

CSIA

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Benedetti & Gucer's SPIB Position: Q1 2022 in Review

Benedetti & Gucer sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2022, closing a stake of 8,142 shares — an estimated $294K sold.

Benedetti & Gucer first reported a position in SPIB in Q1 2021 and held it in 4 quarters. The position peaked at $304K in Q2 2021. 385 funds tracked by Wall St. Rank hold SPIB as of Q1 2022.

Benedetti & Gucer reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Benedetti & Gucer sold 8,142 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2022, an estimated $294K.
Benedetti & Gucer first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
Benedetti & Gucer's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $304K in Q2 2021.
385 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2022.

Based on Benedetti & Gucer's 13F filing for Q1 2022, filed 22 Apr 2022.