Gilbert & Cook’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Gilbert & Cook’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 Q2	–	Sell	-13,386	Closed	-$455K	–	155
2020 Q1	$455K	Sell	13,386 -26,591	-67%	-$932K	0.13%	58
2019 Q4	$1.41M	Sell	39,977 -1,799	-4%	-$63.4K	0.35%	30
2019 Q3	$1.47M	Sell	41,776 -938	-2%	-$32.9K	0.41%	31
2019 Q2	$1.49M	Sell	42,714 -13,486	-24%	-$463K	0.44%	29
2019 Q1	$1.92M	Sell	56,200 -2,654	-5%	-$89.2K	0.58%	25
2018 Q4	$1.95M	Sell	58,854 -8,998	-13%	-$296K	0.69%	23
2018 Q3	$2.26M	Sell	67,852 -2,226	-3%	-$74.2K	0.7%	22
2018 Q2	$2.33M	Sell	70,078 -3,492	-5%	-$116K	0.79%	22
2018 Q1	$2.47M	Buy	73,570 +3,657	+5%	+$123K	0.86%	22
2017 Q4	$2.39M	Sell	69,913 -820	-1%	-$28.2K	0.83%	21
2017 Q3	$2.44M	Sell	70,733 -1,160	-2%	-$40K	0.89%	20
2017 Q2	$2.47M	Sell	71,893 -8,026	-10%	-$276K	0.87%	19
2017 Q1	$2.73M	Sell	79,919 -321	-0.4%	-$10.9K	1.12%	17
2016 Q4	$2.72M	Buy	+80,240	New	+$2.75M	1.2%	17

Other funds holding SPIB

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

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

CSIA

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

MIA

MainStreet Investment Advisors Chicago, Illinois $734M AUM 23.9% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Gilbert & Cook's SPIB Position: Q2 2020 in Review

Gilbert & Cook sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2020, closing a stake of 13,386 shares — an estimated $455K sold.

Gilbert & Cook first reported a position in SPIB in Q4 2016 and held it in 14 quarters. The position peaked at $2.73M in Q1 2017. 313 funds tracked by Wall St. Rank hold SPIB as of Q2 2020.

Gilbert & Cook reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Gilbert & Cook sold 13,386 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2020, an estimated $455K.
Gilbert & Cook first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2016 and held it in 14 quarters.
Gilbert & Cook's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.73M in Q1 2017.
313 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2020.

Based on Gilbert & Cook's 13F filing for Q2 2020, filed 5 Aug 2020.