Fullen Financial Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Fullen Financial Group’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	$479K	Buy	14,703 +122	+0.8%	+$3.94K	0.26%	47
2022 Q4	$477K	Buy	14,581 +113	+0.8%	+$3.57K	0.27%	46
2022 Q3	$450K	Sell	14,468 -1,072	-7%	-$34.9K	0.29%	46
2022 Q2	$507K	Sell	15,540 -346	-2%	-$11.4K	0.33%	44
2022 Q1	$543K	Buy	15,886 +39	+0.2%	+$1.36K	0.32%	44
2021 Q4	$573K	Buy	15,847 +37	+0.2%	+$1.34K	0.32%	44
2021 Q3	$572K	Buy	15,810 +92	+0.6%	+$3.38K	0.33%	44
2021 Q2	$577K	Buy	15,718 +61	+0.4%	+$2.23K	0.34%	44
2021 Q1	$568K	Sell	15,657 -661	-4%	-$24.3K	0.36%	43
2020 Q4	$607K	Buy	16,318 +6	+0%	+$221	0.41%	41
2020 Q3	$600K	Hold	16,312	–	–	0.46%	37
2020 Q2	$596K	Buy	+16,312	New	+$580K	0.49%	35

Other funds holding SPIB

Charles Schwab San Francisco, California $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

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 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 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

Fullen Financial Group's SPIB Position: Q1 2023 in Review

Fullen Financial Group increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.84% in Q1 2023, buying an estimated $3.94K and bringing the position to 14,703 shares worth $479K. The position accounts for 0.26% of the portfolio, ranked #47.

Fullen Financial Group first reported a position in SPIB in Q2 2020 and has held it in 12 quarters since. The position peaked at $607K in Q4 2020. 400 funds tracked by Wall St. Rank hold SPIB as of Q1 2023.

Fullen Financial Group held 14,703 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $479K as of Q1 2023.
Fullen Financial Group bought 122 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2023, an estimated $3.94K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.26% of Fullen Financial Group's portfolio in Q1 2023, its #47 holding.
Fullen Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2020 and has held it in 12 quarters since.
Fullen Financial Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $607K in Q4 2020.
400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.