Capstone Wealth Management Group (Pennsylvania)’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 Q1	–	Sell	-44,427	Closed	-$1.61M	–	77
2021 Q4	$1.61M	Buy	+44,427	New	+$1.61M	1.31%	19

Other funds holding SPIB

CSIA

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s SPIB Position: Q1 2022 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2022, closing a stake of 44,427 shares — an estimated $1.61M sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in SPIB in Q4 2021 and held it in 1 quarter. The position peaked at $1.61M in Q4 2021. 385 funds tracked by Wall St. Rank hold SPIB as of Q1 2022.

Capstone Wealth Management Group (Pennsylvania) reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 44,427 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2022, an estimated $1.61M.
Capstone Wealth Management Group (Pennsylvania) first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
Capstone Wealth Management Group (Pennsylvania)'s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.61M in Q4 2021.
385 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2022.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2022, filed 12 Apr 2022.