Evensky & Katz’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Evensky & Katz’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 Q3	–	Sell	-9,837	Closed	-$359K	–	88
2020 Q2	$359K	Buy	9,837 +843	+9%	+$30K	0.05%	55
2020 Q1	$306K	Buy	8,994 +1,690	+23%	+$59.3K	0.05%	60
2019 Q4	$257K	Buy	7,304 +1,593	+28%	+$56.1K	0.04%	63
2019 Q3	$201K	Buy	5,711 +3,914	+218%	+$137K	0.03%	79
2019 Q2	$63K	Sell	1,797 -16,771	-90%	-$575K	0.01%	89
2019 Q1	$634K	Buy	18,568 +4,947	+36%	+$166K	0.09%	57
2018 Q4	$450K	Sell	13,621 -2,822	-17%	-$93K	0.07%	46
2018 Q3	$547K	Buy	16,443 +7,494	+84%	+$250K	0.08%	35
2018 Q2	$297K	Sell	8,949 -40,772	-82%	-$1.36M	0.05%	38
2018 Q1	$1.67M	Buy	+49,721	New	+$1.68M	0.29%	24

Other funds holding SPIB

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

CSIA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Evensky & Katz's SPIB Position: Q3 2020 in Review

Evensky & Katz sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2020, closing a stake of 9,837 shares — an estimated $359K sold.

Evensky & Katz first reported a position in SPIB in Q1 2018 and held it in 10 quarters. The position peaked at $1.67M in Q1 2018. 327 funds tracked by Wall St. Rank hold SPIB as of Q3 2020.

Evensky & Katz reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Evensky & Katz sold 9,837 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2020, an estimated $359K.
Evensky & Katz first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2018 and held it in 10 quarters.
Evensky & Katz's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.67M in Q1 2018.
327 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2020.

Based on Evensky & Katz's 13F filing for Q3 2020, filed 21 Oct 2020.