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

Congress Wealth Management’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 Q2	–	Sell	-6,959	Closed	-$238K	–	616
2022 Q1	$238K	Buy	+6,959	New	+$244K	0.01%	554

Other funds holding SPIB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

CSIA

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's SPIB Position: Q2 2022 in Review

Congress Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2022, closing a stake of 6,959 shares — an estimated $238K sold.

Congress Wealth Management first reported a position in SPIB in Q1 2022 and held it in 1 quarter. The position peaked at $238K in Q1 2022. 379 funds tracked by Wall St. Rank hold SPIB as of Q2 2022.

Congress Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Congress Wealth Management sold 6,959 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2022, an estimated $238K.
Congress Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
Congress Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $238K in Q1 2022.
379 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2022.

Based on Congress Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.