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

CXI 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
2019
Q4 		$7K Buy
+210
New +$7.4K 0.02% 147

Other funds holding SPIB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

CXI Advisors's SPIB Position: Q4 2019 in Review

CXI Advisors opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2019: 210 shares worth $7K. The stake represents 0.02% of the portfolio and ranks #147 among its holdings.

310 funds tracked by Wall St. Rank hold SPIB as of Q4 2019.

  • CXI Advisors held 210 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $7K as of Q4 2019.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new CXI Advisors position in Q4 2019.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of CXI Advisors's portfolio in Q4 2019, its #147 holding.
  • 310 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.