DFPG Investments’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

DFPG Investments’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
2023 Q2	–	Sell	-28,259	Closed	-$918K	–	594
2023 Q1	$918K	Buy	28,259 +117	+0.4%	+$3.77K	0.1%	212
2022 Q4	$912K	Sell	28,142 -79	-0.3%	-$2.5K	0.15%	160
2022 Q3	$871K	Hold	28,221	–	–	0.37%	62
2022 Q2	$923K	Sell	28,221 -868	-3%	-$28.7K	0.4%	59
2022 Q1	$972K	Sell	29,089 -1,190	-4%	-$41.7K	0.38%	67
2021 Q4	$1.08M	Buy	30,279 +2,585	+9%	+$93.7K	0.45%	61
2021 Q3	$1.01M	Buy	27,694 +8,612	+45%	+$317K	0.38%	75
2021 Q2	$700K	Buy	+19,082	New	+$697K	0.26%	92

Other funds holding SPIB

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

CSIA

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

TAIM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

DFPG Investments's SPIB Position: Q2 2023 in Review

DFPG Investments sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2023, closing a stake of 28,259 shares — an estimated $918K sold.

DFPG Investments first reported a position in SPIB in Q2 2021 and held it in 8 quarters. The position peaked at $1.08M in Q4 2021. 409 funds tracked by Wall St. Rank hold SPIB as of Q2 2023.

DFPG Investments reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
DFPG Investments sold 28,259 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2023, an estimated $918K.
DFPG Investments first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2021 and held it in 8 quarters.
DFPG Investments's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.08M in Q4 2021.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2023.

Based on DFPG Investments's 13F filing for Q2 2023, filed 24 Jul 2023.