FWP
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Firethorn Wealth Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Firethorn Wealth Partners’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
2021
Q1 		– Sell
-22,899
Closed -$851K – 143
2020
Q4 		$851K Buy
+22,899
New +$845K 0.92% 26

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BlackRock
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FRBONY
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TAIM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Firethorn Wealth Partners's SPIB Position: Q1 2021 in Review

Firethorn Wealth Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2021, closing a stake of 22,899 shares — an estimated $851K sold.

Firethorn Wealth Partners first reported a position in SPIB in Q4 2020 and held it in 1 quarter. The position peaked at $851K in Q4 2020. 349 funds tracked by Wall St. Rank hold SPIB as of Q1 2021.

  • Firethorn Wealth Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Firethorn Wealth Partners sold 22,899 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2021, an estimated $851K.
  • Firethorn Wealth Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Firethorn Wealth Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $851K in Q4 2020.
  • 349 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2021.

Based on Firethorn Wealth Partners's 13F filing for Q1 2021, filed 18 May 2021.