ESB
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Essex Savings Bank’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Essex Savings Bank’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
2019
Q3 		– Sell
-4,919
Closed -$172K – 538
2019
Q2 		$172K Sell
4,919
-100
-2% -$3.43K 0.06% 249
2019
Q1 		$171K Hold
5,019
– – 0.1% 157
2018
Q4 		$166K Buy
+5,019
New +$165K 0.1% 155

Other funds holding SPIB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Essex Savings Bank's SPIB Position: Q3 2019 in Review

Essex Savings Bank sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2019, closing a stake of 4,919 shares — an estimated $172K sold.

Essex Savings Bank first reported a position in SPIB in Q4 2018 and held it in 3 quarters. The position peaked at $172K in Q2 2019. 286 funds tracked by Wall St. Rank hold SPIB as of Q3 2019.

  • Essex Savings Bank reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 4,919 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2019, an estimated $172K.
  • Essex Savings Bank first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $172K in Q2 2019.
  • 286 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.