First Allied Advisory Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

First Allied Advisory Services’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	$837K	Buy	22,758 +1,761	+8%	+$64.8K	0.03%	533
2020 Q2	$767K	Sell	20,997 -459	-2%	-$16.3K	0.03%	524
2020 Q1	$730K	Sell	21,456 -6,668	-24%	-$234K	0.03%	480
2019 Q4	$989K	Buy	28,124 +677	+2%	+$23.9K	0.03%	474
2019 Q3	$964K	Sell	27,447 -3,119	-10%	-$109K	0.03%	477
2019 Q2	$1.07M	Buy	30,566 +1,703	+6%	+$58.4K	0.04%	447
2019 Q1	$987K	Buy	28,863 +1,802	+7%	+$60.5K	0.03%	459
2018 Q4	$894K	Buy	27,061 +1,190	+5%	+$39.2K	0.04%	441
2018 Q3	$858K	Buy	25,871 +12,905	+100%	+$430K	0.03%	519
2018 Q2	$430K	Buy	12,966 +4,091	+46%	+$136K	0.02%	724
2018 Q1	$298K	Sell	8,875 -112	-1%	-$3.78K	0.01%	871
2017 Q4	$308K	Buy	8,987 +909	+11%	+$31.2K	0.01%	860
2017 Q3	$282K	Sell	8,078 -338	-4%	-$11.7K	0.01%	838
2017 Q2	$291K	Sell	8,416 -1,410	-14%	-$48.4K	0.01%	844
2017 Q1	$335K	Sell	9,826 -2,385	-20%	-$81.1K	0.02%	738
2016 Q4	$414K	Sell	12,211 -12,697	-51%	-$435K	0.02%	652
2016 Q3	$870K	Sell	24,908 -20,353	-45%	-$710K	0.05%	400
2016 Q2	$1.58M	Buy	+45,261	New	+$1.56M	0.09%	253

Other funds holding SPIB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CSIA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

First Allied Advisory Services's SPIB Position: Q3 2020 in Review

First Allied Advisory Services increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 8.4% in Q3 2020, buying an estimated $64.8K and bringing the position to 22,758 shares worth $837K. The position accounts for 0.03% of the portfolio, ranked #533.

First Allied Advisory Services first reported a position in SPIB in Q2 2016 and has held it in 18 quarters since. The position peaked at $1.58M in Q2 2016. 327 funds tracked by Wall St. Rank hold SPIB as of Q3 2020.

First Allied Advisory Services held 22,758 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $837K as of Q3 2020.
First Allied Advisory Services bought 1,761 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2020, an estimated $64.8K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.03% of First Allied Advisory Services's portfolio in Q3 2020, its #533 holding.
First Allied Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2016 and has held it in 18 quarters since.
First Allied Advisory Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.58M in Q2 2016.
327 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.