Dixon Hughes Goodman Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Dixon Hughes Goodman Wealth 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
2022 Q1	$970K	Sell	28,394 -3,716	-12%	-$130K	0.28%	59
2021 Q4	$1.16M	Buy	+32,110	New	+$1.16M	0.38%	39

Other funds holding SPIB

CSIA

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TAIM

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's SPIB Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 12% in Q1 2022, selling an estimated $130K and leaving 28,394 shares worth $970K. The position accounts for 0.28% of the portfolio, ranked #59.

Dixon Hughes Goodman Wealth Advisors first reported a position in SPIB in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.16M in Q4 2021. 387 funds tracked by Wall St. Rank hold SPIB as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 28,394 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $970K as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors sold 3,716 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2022, an estimated $130K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.28% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #59 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and has held it in 2 quarters since.
Dixon Hughes Goodman Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.16M in Q4 2021.
387 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.