Global Financial Private Capital’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Global Financial Private Capital’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	$12.3M	Buy	+336,103	New	+$12M	0.77%	38
2020 Q1	–	Sell	-308	Closed	-$11K	–	429
2019 Q4	$11K	Sell	308 -200	-39%	-$7.05K	﹤0.01%	323
2019 Q3	$18K	Sell	508 -745,588	-100%	-$26.2M	﹤0.01%	299
2019 Q2	$26.1M	Sell	746,096 -59,384	-7%	-$2.04M	1.25%	19
2019 Q1	$27.5M	Sell	805,480 -19,126	-2%	-$642K	1.32%	15
2018 Q4	$27.2M	Sell	824,606 -211,586	-20%	-$6.97M	1.48%	14
2018 Q3	$34.5M	Sell	1,036,192 -75,190	-7%	-$2.5M	1.24%	17
2018 Q2	$37M	Buy	1,111,382 +96,175	+9%	+$3.2M	1.26%	18
2018 Q1	$34M	Buy	1,015,207 +149,029	+17%	+$5.03M	1.19%	20
2017 Q4	$29.6M	Buy	866,178 +82,511	+11%	+$2.84M	1.02%	30
2017 Q3	$27M	Buy	783,667 +113,069	+17%	+$3.9M	0.97%	31
2017 Q2	$23.1M	Sell	670,598 -14,504	-2%	-$498K	1.12%	29
2017 Q1	$23.4M	Buy	+685,102	New	+$23.3M	1.18%	31

Other funds holding SPIB

Charles Schwab San Francisco, California $654B AUM 26.35% 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 $2.9T AUM 29.55% 1-Year Est. Return

TAIM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MIA

MainStreet Investment Advisors Chicago, Illinois $665M AUM 18.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Global Financial Private Capital's SPIB Position: Q2 2020 in Review

Global Financial Private Capital opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2020: 336,103 shares worth $12.3M. The stake represents 0.77% of the portfolio and ranks #38 among its holdings. This is a return to the name: Global Financial Private Capital previously reported a position in SPIB as recently as Q4 2019.

Global Financial Private Capital first reported a position in SPIB in Q1 2017 and has held it in 13 quarters since. The position peaked at $37M in Q2 2018. 312 funds tracked by Wall St. Rank hold SPIB as of Q2 2020.

Global Financial Private Capital held 336,103 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $12.3M as of Q2 2020.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Global Financial Private Capital position in Q2 2020.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.77% of Global Financial Private Capital's portfolio in Q2 2020, its #38 holding.
Global Financial Private Capital first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2017 and has held it in 13 quarters since.
Global Financial Private Capital's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $37M in Q2 2018.
312 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.