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First Trust Bank’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

First Trust 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
2023
Q1 		– Sell
-286,000
Closed -$9.1M – 3
2022
Q4 		$9.1M Buy
+286,000
New +$9.04M 33.52% 2

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LPL Financial
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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

First Trust Bank's SPIB Position: Q1 2023 in Review

First Trust Bank sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2023, closing a stake of 286,000 shares — an estimated $9.1M sold.

First Trust Bank first reported a position in SPIB in Q4 2022 and held it in 1 quarter. The position peaked at $9.1M in Q4 2022. 400 funds tracked by Wall St. Rank hold SPIB as of Q1 2023.

  • First Trust Bank reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • First Trust Bank sold 286,000 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2023, an estimated $9.1M.
  • First Trust Bank first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • First Trust Bank's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $9.1M 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 First Trust Bank's 13F filing for Q1 2023, filed 12 May 2023.