Crossmark Global Holdings’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Crossmark Global Holdings’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
2019 Q1	–	Sell	-16,871	Closed	-$557K	–	1407
2018 Q4	$557K	Sell	16,871 -55	-0.3%	-$1.81K	0.02%	726
2018 Q3	$564K	Hold	16,926	–	–	0.01%	880
2018 Q2	$563K	Sell	16,926 -2,463	-13%	-$81.9K	0.02%	867
2018 Q1	$650K	Sell	19,389 -1,746	-8%	-$58.9K	0.02%	775
2017 Q4	$723K	Sell	21,135 -3,637	-15%	-$125K	0.02%	774
2017 Q3	$855K	Buy	+24,772	New	+$855K	0.02%	675
2016 Q3	$855K	Buy	+24,772	New	+$864K	0.02%	675

Other funds holding SPIB

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

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return