Clear Perspectives Financial Planning’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Clear Perspectives Financial Planning’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	-434	Closed	-$16K	–	234
2021 Q4	$16K	Buy	434 +106	+32%	+$3.84K	0.01%	156
2021 Q3	$12K	Hold	328	–	–	0.01%	153
2021 Q2	$12K	Hold	328	–	–	0.01%	158
2021 Q1	$12K	Hold	328	–	–	0.01%	143
2020 Q4	$12K	Buy	+328	New	+$12.1K	0.01%	139

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 22.9% 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 $7B AUM 14.85% 1-Year Est. Return

Clear Perspectives Financial Planning's SPIB Position: Q1 2022 in Review

Clear Perspectives Financial Planning sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2022, closing a stake of 434 shares — an estimated $16K sold.

Clear Perspectives Financial Planning first reported a position in SPIB in Q4 2020 and held it in 5 quarters. The position peaked at $16K in Q4 2021. 385 funds tracked by Wall St. Rank hold SPIB as of Q1 2022.

Clear Perspectives Financial Planning reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 434 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2022, an estimated $16K.
Clear Perspectives Financial Planning first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
Clear Perspectives Financial Planning's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $16K 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 Clear Perspectives Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.