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

Compass Financial 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
2023 Q2	–	Sell	-14,384	Closed	-$467K	–	90
2023 Q1	$467K	Buy	14,384 +1,041	+8%	+$33.6K	0.59%	58
2022 Q4	$425K	Sell	13,343 -257	-2%	-$8.13K	0.57%	61
2022 Q3	$426K	Sell	13,600 -575	-4%	-$18.7K	0.63%	56
2022 Q2	$463K	Sell	14,175 -219	-2%	-$7.24K	0.63%	51
2022 Q1	$492K	Sell	14,394 -1,917	-12%	-$67.1K	0.54%	62
2021 Q4	$590K	Buy	+16,311	New	+$591K	0.65%	58

Other funds holding SPIB

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CSIA

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

TAIM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Compass Financial Advisors's SPIB Position: Q2 2023 in Review

Compass Financial Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2023, closing a stake of 14,384 shares — an estimated $467K sold.

Compass Financial Advisors first reported a position in SPIB in Q4 2021 and held it in 6 quarters. The position peaked at $590K in Q4 2021. 410 funds tracked by Wall St. Rank hold SPIB as of Q2 2023.

Compass Financial Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Compass Financial Advisors sold 14,384 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2023, an estimated $467K.
Compass Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
Compass Financial Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $590K in Q4 2021.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.