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

Cascadia 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
2020 Q3	$305K	Sell	8,289 -15,191	-65%	-$559K	0.09%	183
2020 Q2	$858K	Buy	+23,480	New	+$835K	0.26%	100
2019 Q4	$237K	Buy	+6,703	New	+$236K	0.07%	220

Other funds holding SPIB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Cascadia Advisory Services's SPIB Position: Q3 2020 in Review

Cascadia Advisory Services reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 65% in Q3 2020, selling an estimated $559K and leaving 8,289 shares worth $305K. The position accounts for 0.09% of the portfolio, ranked #183.

Cascadia Advisory Services first reported a position in SPIB in Q4 2019 and has held it in 3 quarters since. The position peaked at $858K in Q2 2020. 327 funds tracked by Wall St. Rank hold SPIB as of Q3 2020.

Cascadia Advisory Services held 8,289 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $305K as of Q3 2020.
Cascadia Advisory Services sold 15,191 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2020, an estimated $559K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.09% of Cascadia Advisory Services's portfolio in Q3 2020, its #183 holding.
Cascadia Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and has held it in 3 quarters since.
Cascadia Advisory Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $858K in Q2 2020.
327 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2020.

Based on Cascadia Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.