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COWA LLC’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

COWA LLC’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
2021
Q2 		– Sell
-3,966
Closed -$144K – 296
2021
Q1 		$144K Sell
3,966
-863
-18% -$31.7K 0.09% 138
2020
Q4 		$178K Buy
+4,829
New +$178K 0.14% 114

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

COWA LLC's SPIB Position: Q2 2021 in Review

COWA LLC sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2021, closing a stake of 3,966 shares — an estimated $144K sold.

COWA LLC first reported a position in SPIB in Q4 2020 and held it in 2 quarters. The position peaked at $178K in Q4 2020. 349 funds tracked by Wall St. Rank hold SPIB as of Q2 2021.

  • COWA LLC reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • COWA LLC sold 3,966 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2021, an estimated $144K.
  • COWA LLC first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • COWA LLC's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $178K in Q4 2020.
  • 349 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2021.

Based on COWA LLC's 13F filing for Q2 2021, filed 2 Aug 2021.