Cornell Pochily Investment Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Cornell Pochily Investment 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 Q4	–	Sell	-8,719	Closed	-$274K	–	178
2023 Q3	$274K	Buy	+8,719	New	+$278K	0.12%	149
2018 Q2	–	Sell	-6,718	Closed	-$225K	–	128
2018 Q1	$225K	Sell	6,718 -1,440	-18%	-$48.6K	0.16%	121
2017 Q4	$279K	Buy	+8,158	New	+$280K	0.18%	113

Other funds holding SPIB

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

CSIA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Cornell Pochily Investment Advisors's SPIB Position: Q4 2023 in Review

Cornell Pochily Investment Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2023, closing a stake of 8,719 shares — an estimated $274K sold.

Cornell Pochily Investment Advisors first reported a position in SPIB in Q4 2017 and held it in 3 quarters. The position peaked at $279K in Q4 2017. 453 funds tracked by Wall St. Rank hold SPIB as of Q4 2023.

Cornell Pochily Investment Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Cornell Pochily Investment Advisors sold 8,719 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2023, an estimated $274K.
Cornell Pochily Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and held it in 3 quarters.
Cornell Pochily Investment Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $279K in Q4 2017.
453 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2023.

Based on Cornell Pochily Investment Advisors's 13F filing for Q4 2023, filed 18 Jan 2024.