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Capstone Triton Financial Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Capstone Triton Financial Group’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
Q1 		– Sell
-395
Closed -$15K – 286
2020
Q4 		$15K Buy
+395
New +$14.6K 0.01% 305

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CSIA
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FRBONY
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Capstone Triton Financial Group's SPIB Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2021, closing a stake of 395 shares — an estimated $15K sold.

Capstone Triton Financial Group first reported a position in SPIB in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 349 funds tracked by Wall St. Rank hold SPIB as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 395 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2021, an estimated $15K.
  • Capstone Triton Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $15K in Q4 2020.
  • 349 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.