Clearview Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Clearview Wealth Advisors’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 Q4	–	Sell	-8,025	Closed	-$251K	–	652
2022 Q3	$251K	Sell	8,025 -488	-6%	-$15.9K	0.2%	74
2022 Q2	$278K	Buy	8,513 +37	+0.4%	+$1.22K	0.21%	72
2022 Q1	$289K	Sell	8,476 -1,118	-12%	-$39.1K	0.19%	79
2021 Q4	$347K	Sell	9,594 -1,533	-14%	-$55.6K	0.21%	90
2021 Q3	$406K	Sell	11,127 -235	-2%	-$8.64K	0.26%	75
2021 Q2	$417K	Sell	11,362 -16,440	-59%	-$600K	0.26%	80
2021 Q1	$1.01M	Sell	27,802 -119,480	-81%	-$4.38M	0.65%	36
2020 Q4	$5.48M	Buy	+147,282	New	+$5.44M	3.68%	4

Other funds holding SPIB

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

CSIA

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearview Wealth Advisors's SPIB Position: Q4 2022 in Review

Clearview Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2022, closing a stake of 8,025 shares — an estimated $251K sold.

Clearview Wealth Advisors first reported a position in SPIB in Q4 2020 and held it in 8 quarters. The position peaked at $5.48M in Q4 2020. 416 funds tracked by Wall St. Rank hold SPIB as of Q4 2022.

Clearview Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 8,025 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2022, an estimated $251K.
Clearview Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
Clearview Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $5.48M in Q4 2020.
416 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2022.

Based on Clearview Wealth Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.