CAAS
SPIB icon

Capital Asset Advisory Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Capital Asset Advisory Services’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
-1,392
Closed -$48K – 607
2022
Q1 		$48K Sell
1,392
-326
-19% -$11.4K 0.01% 436
2021
Q4 		$62K Sell
1,718
-702
-29% -$25.4K 0.01% 443
2021
Q3 		$88K Sell
2,420
-8,319
-77% -$306K 0.01% 472
2021
Q2 		$394K Buy
10,739
+13
+0.1% +$475 0.04% 304
2021
Q1 		$389K Sell
10,726
-3,231
-23% -$119K 0.06% 300
2020
Q4 		$519K Sell
13,957
-107
-0.8% -$3.95K 0.09% 194
2020
Q3 		$517K Sell
14,064
-211
-1% -$7.77K 0.11% 155
2020
Q2 		$527K Buy
14,275
+1,146
+9% +$40.8K 0.11% 161
2020
Q1 		$463K Buy
+13,129
New +$460K 0.12% 140

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return