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

CPWM 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
2022
Q3 		– Sell
-6,247
Closed -$204K – 378
2022
Q2 		$204K Buy
6,247
+43
+0.7% +$1.42K 0.02% 355
2022
Q1 		$212K Hold
6,204
– – 0.02% 324
2021
Q4 		$227K Hold
6,204
– – 0.02% 325
2021
Q3 		$227K Hold
6,204
– – 0.02% 272
2021
Q2 		$228K Hold
6,204
– – 0.02% 278
2021
Q1 		$225K Hold
6,204
– – 0.02% 303
2020
Q4 		$231K Hold
6,204
– – 0.02% 281
2020
Q3 		$228K Sell
6,204
-4,550
-42% -$167K 0.02% 250
2020
Q2 		$393K Sell
10,754
-62
-0.6% -$2.21K 0.04% 199
2020
Q1 		$368K Sell
10,816
-14
-0.1% -$491 0.05% 172
2019
Q4 		$382K Buy
10,830
+91
+0.8% +$3.21K 0.05% 199
2019
Q3 		$379K Buy
+10,739
New +$377K 0.05% 200

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return