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

Global Wealth Management Investment Advisory’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	-784	Closed	-$27K	–	668
2020 Q1	$27K	Buy	+784	New	+$27.5K	0.01%	224
2019 Q3	–	Sell	-324	Closed	-$11K	–	724
2019 Q2	$11K	Sell	324 -409	-56%	-$14K	0.01%	357
2019 Q1	$25K	Sell	733 -2,079	-74%	-$69.8K	0.01%	282
2018 Q4	$93K	Buy	+2,812	New	+$92.7K	0.05%	182

Other funds holding SPIB

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

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

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

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

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