DeGreen Capital Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

DeGreen Capital Management’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 Q3	$19.1M	Buy	523,267 +21,262	+4%	+$782K	6.34%	7
2021 Q2	$18.4M	Buy	502,005 +102,673	+26%	+$3.75M	6.18%	6
2021 Q1	$9.99M	Buy	399,332 +301,642	+309%	+$11.1M	5.85%	6
2020 Q4	$6.02M	Sell	97,690 -278,281	-74%	-$10.3M	2.35%	16
2020 Q3	$13.8M	Buy	375,971 +32,510	+9%	+$1.2M	6.1%	6
2020 Q2	$12.5M	Buy	343,461 +75,595	+28%	+$2.69M	6.01%	6
2020 Q1	$9.11M	Sell	267,866 -5,668	-2%	-$199K	5.04%	8
2019 Q4	$9.66M	Sell	273,534 -1,527	-0.6%	-$53.8K	4.76%	9
2019 Q3	$9.7M	Sell	275,061 -9,456	-3%	-$332K	5.07%	9
2019 Q2	$9.94M	Buy	284,517 +4,380	+2%	+$150K	5.01%	9
2019 Q1	$9.57M	Sell	280,137 -143,961	-34%	-$4.84M	4.94%	9
2018 Q4	$140M	Buy	424,098 +212,900	+101%	+$7.02M	7.67%	4
2018 Q3	$7.03M	Buy	+211,198	New	+$7.04M	3.3%	12

Other funds holding SPIB

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

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

TAIM

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIMU

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

DeGreen Capital Management's SPIB Position: Q3 2021 in Review

DeGreen Capital Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4.2% in Q3 2021, buying an estimated $782K and bringing the position to 523,267 shares worth $19.1M. The position accounts for 6.34% of the portfolio, ranked #7.

DeGreen Capital Management first reported a position in SPIB in Q3 2018 and has held it in 13 quarters since. The position peaked at $140M in Q4 2018. 345 funds tracked by Wall St. Rank hold SPIB as of Q3 2021.

DeGreen Capital Management held 523,267 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $19.1M as of Q3 2021.
DeGreen Capital Management bought 21,262 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2021, an estimated $782K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 6.34% of DeGreen Capital Management's portfolio in Q3 2021, its #7 holding.
DeGreen Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2018 and has held it in 13 quarters since.
DeGreen Capital Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $140M in Q4 2018.
345 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2021.

Based on DeGreen Capital Management's 13F filing for Q3 2021, filed 5 Oct 2021.