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Chessman Wealth Strategies RIA’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Chessman Wealth Strategies RIA’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
2019
Q4 		$211K Sell
5,974
-8,432
-59% -$297K 100% 1
2019
Q3 		$508K Sell
14,406
-34,383
-70% -$1.21M 13.85% 2
2019
Q2 		$1.7M Buy
+48,789
New +$1.67M 9.25% 7

Other funds holding SPIB

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Chessman Wealth Strategies RIA's SPIB Position: Q4 2019 in Review

Chessman Wealth Strategies RIA reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 59% in Q4 2019, selling an estimated $297K and leaving 5,974 shares worth $211K. The position accounts for 100% of the portfolio, ranked #1.

Chessman Wealth Strategies RIA first reported a position in SPIB in Q2 2019 and has held it in 3 quarters since. The position peaked at $1.7M in Q2 2019. 310 funds tracked by Wall St. Rank hold SPIB as of Q4 2019.

  • Chessman Wealth Strategies RIA held 5,974 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $211K as of Q4 2019.
  • Chessman Wealth Strategies RIA sold 8,432 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2019, an estimated $297K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 100% of Chessman Wealth Strategies RIA's portfolio in Q4 2019, its #1 holding.
  • Chessman Wealth Strategies RIA first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2019 and has held it in 3 quarters since.
  • Chessman Wealth Strategies RIA's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.7M in Q2 2019.
  • 310 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2019.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2019, filed 17 Jan 2020.