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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

CSIA

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Capital Asset Advisory Services's SPIB Position: Q2 2022 in Review

Capital Asset Advisory Services sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2022, closing a stake of 1,392 shares — an estimated $48K sold.

Capital Asset Advisory Services first reported a position in SPIB in Q1 2020 and held it in 9 quarters. The position peaked at $527K in Q2 2020. 379 funds tracked by Wall St. Rank hold SPIB as of Q2 2022.

Capital Asset Advisory Services reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 1,392 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2022, an estimated $48K.
Capital Asset Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2020 and held it in 9 quarters.
Capital Asset Advisory Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $527K in Q2 2020.
379 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2022.

Based on Capital Asset Advisory Services's 13F filing for Q2 2022, filed 11 Aug 2022.