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

Destination Wealth 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
2020 Q2	–	Sell	-26,043	Closed	-$886K	–	162
2020 Q1	$886K	Buy	+26,043	New	+$913K	0.05%	102
2019 Q2	–	Sell	-516	Closed	-$18K	–	725
2019 Q1	$18K	Sell	516 -854	-62%	-$28.7K	﹤0.01%	395
2018 Q4	$45K	Sell	1,370 -1,283	-48%	-$42.3K	﹤0.01%	268
2018 Q3	$88K	Buy	2,653 +1,012	+62%	+$33.7K	﹤0.01%	219
2018 Q2	$55K	Sell	1,641 -28,579	-95%	-$951K	﹤0.01%	250
2018 Q1	$1.01M	Buy	30,220 +58	+0.2%	+$1.96K	0.06%	98
2017 Q4	$1.03M	Hold	30,162	–	–	0.06%	98
2017 Q3	$1.04M	Sell	30,162 -32	-0.1%	-$1.1K	0.07%	94
2017 Q2	$1.04M	Buy	30,194 +5	+0%	+$172	0.07%	96
2017 Q1	$1.03M	Sell	30,189 -1,509	-5%	-$51.3K	0.07%	90
2016 Q4	$1.07M	Buy	31,698 +4,827	+18%	+$165K	0.08%	86
2016 Q3	$938K	Hold	26,871	–	–	0.07%	89
2016 Q2	$938K	Hold	26,871	–	–	0.08%	85
2016 Q1	$898K	Hold	26,871	–	–	0.09%	86
2015 Q4	$898K	Buy	+26,871	New	+$909K	0.09%	86

Other funds holding SPIB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

CSIA

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TAIM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MIA

MainStreet Investment Advisors Chicago, Illinois $734M AUM 23.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Destination Wealth Management's SPIB Position: Q2 2020 in Review

Destination Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2020, closing a stake of 26,043 shares — an estimated $886K sold.

Destination Wealth Management first reported a position in SPIB in Q4 2015 and held it in 15 quarters. The position peaked at $1.07M in Q4 2016. 313 funds tracked by Wall St. Rank hold SPIB as of Q2 2020.

Destination Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Destination Wealth Management sold 26,043 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2020, an estimated $886K.
Destination Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2015 and held it in 15 quarters.
Destination Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.07M in Q4 2016.
313 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2020.

Based on Destination Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.