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

Biltmore Capital 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
2021
Q4 		$525K Buy
+14,524
New +$526K 0.09% 85

Other funds holding SPIB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Biltmore Capital Advisors's SPIB Position: Q4 2021 in Review

Biltmore Capital Advisors opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2021: 14,524 shares worth $525K. The stake represents 0.09% of the portfolio and ranks #85 among its holdings.

390 funds tracked by Wall St. Rank hold SPIB as of Q4 2021.

  • Biltmore Capital Advisors held 14,524 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $525K as of Q4 2021.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Biltmore Capital Advisors position in Q4 2021.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.09% of Biltmore Capital Advisors's portfolio in Q4 2021, its #85 holding.
  • 390 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2021.

Based on Biltmore Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.