Foresight Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Foresight Wealth Management’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
2022 Q4	–	Sell	-59,915	Closed	-$1.88M	–	88
2022 Q3	$1.88M	Sell	59,915 -4,171	-7%	-$136K	0.43%	20
2022 Q2	$2.09M	Sell	64,086 -2,658	-4%	-$87.9K	0.43%	21
2022 Q1	$2.28M	Sell	66,744 -8,894	-12%	-$311K	0.42%	21
2021 Q4	$2.73M	Sell	75,638 -287	-0.4%	-$10.4K	0.04%	26
2021 Q3	$2.77M	Sell	75,925 -199	-0.3%	-$7.32K	0.56%	20
2021 Q2	$2.79M	Sell	76,124 -172	-0.2%	-$6.28K	0.62%	21
2021 Q1	$2.77M	Buy	76,296 +933	+1%	+$34.2K	0.7%	20
2020 Q4	$2.8M	Buy	75,363 +6,338	+9%	+$234K	0.74%	20
2020 Q3	$2.54M	Buy	69,025 +12,517	+22%	+$461K	0.85%	16
2020 Q2	$2.06M	Buy	56,508 +10,768	+24%	+$383K	0.94%	19
2020 Q1	$1.56M	Sell	45,740 -28,915	-39%	-$1.01M	1.07%	22
2019 Q4	$2.64M	Buy	74,655 +7,038	+10%	+$248K	1.62%	17
2019 Q3	$2.39M	Buy	67,617 +11,380	+20%	+$399K	1.72%	18
2019 Q2	$1.96M	Buy	56,237 +1,298	+2%	+$44.5K	1.48%	20
2019 Q1	$1.88M	Buy	54,939 +9,774	+22%	+$328K	1.63%	19
2018 Q4	$1.49M	Buy	+45,165	New	+$1.49M	1.58%	16

Other funds holding SPIB

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Foresight Wealth Management's SPIB Position: Q4 2022 in Review

Foresight Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2022, closing a stake of 59,915 shares — an estimated $1.88M sold.

Foresight Wealth Management first reported a position in SPIB in Q4 2018 and held it in 16 quarters. The position peaked at $2.8M in Q4 2020. 415 funds tracked by Wall St. Rank hold SPIB as of Q4 2022.

Foresight Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 59,915 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2022, an estimated $1.88M.
Foresight Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2018 and held it in 16 quarters.
Foresight Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.8M in Q4 2020.
415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.