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

Certified Advisory Corp’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
-2,467
Closed -$87K – 827
2019
Q4 		$87K Sell
2,467
-1,948
-44% -$68.7K 0.03% 244
2019
Q3 		$156K Hold
4,415
– – 0.05% 198
2019
Q2 		$154K Buy
+4,415
New +$151K 0.06% 191

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $1.24B AUM 2.91% 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 $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Certified Advisory Corp's SPIB Position: Q1 2020 in Review

Certified Advisory Corp sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2020, closing a stake of 2,467 shares — an estimated $87K sold.

Certified Advisory Corp first reported a position in SPIB in Q2 2019 and held it in 3 quarters. The position peaked at $156K in Q3 2019. 303 funds tracked by Wall St. Rank hold SPIB as of Q1 2020.

  • Certified Advisory Corp reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Certified Advisory Corp sold 2,467 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2020, an estimated $87K.
  • Certified Advisory Corp first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2019 and held it in 3 quarters.
  • Certified Advisory Corp's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $156K in Q3 2019.
  • 303 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2020.

Based on Certified Advisory Corp's 13F filing for Q1 2020, filed 27 Apr 2020.