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FWM
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
Shares
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
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$1.33B AUM
25.12%
1-Year Est. Return
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$654B AUM
26.35%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
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
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
$16.5B AUM
19.94%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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