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

Capital Wealth Planning’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
2020
Q1 		– Sell
-22,492
Closed -$794K – 266
2019
Q4 		$794K Buy
22,492
+1,965
+10% +$69.3K 0.05% 96
2019
Q3 		$724K Buy
+20,527
New +$720K 0.05% 112

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Capital Wealth Planning's SPIB Position: Q1 2020 in Review

Capital Wealth Planning sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2020, closing a stake of 22,492 shares — an estimated $794K sold.

Capital Wealth Planning first reported a position in SPIB in Q3 2019 and held it in 2 quarters. The position peaked at $794K in Q4 2019. 304 funds tracked by Wall St. Rank hold SPIB as of Q1 2020.

  • Capital Wealth Planning reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 22,492 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2020, an estimated $794K.
  • Capital Wealth Planning first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2019 and held it in 2 quarters.
  • Capital Wealth Planning's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $794K in Q4 2019.
  • 304 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2020.

Based on Capital Wealth Planning's 13F filing for Q1 2020, filed 30 Apr 2020.