EI
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Ellevest Inc’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Ellevest Inc’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
Q1 		– Sell
-570
Closed -$18.1K – 2053
2022
Q4 		$18.1K Buy
+570
New +$18K ﹤0.01% 875
2020
Q2 		– Sell
-15
Closed -$1K – 1315
2020
Q1 		$1K Buy
+15
New +$526 ﹤0.01% 974

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Ellevest Inc's SPIB Position: Q1 2023 in Review

Ellevest Inc sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2023, closing a stake of 570 shares — an estimated $18.1K sold.

Ellevest Inc first reported a position in SPIB in Q1 2020 and held it in 2 quarters. The position peaked at $18.1K in Q4 2022. 400 funds tracked by Wall St. Rank hold SPIB as of Q1 2023.

  • Ellevest Inc reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 570 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2023, an estimated $18.1K.
  • Ellevest Inc first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
  • Ellevest Inc's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $18.1K in Q4 2022.
  • 400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.