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 $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

Global Wealth Management Investment Advisory's SPIB Position: Q2 2020 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2020, closing a stake of 784 shares — an estimated $27K sold.

Global Wealth Management Investment Advisory first reported a position in SPIB in Q4 2018 and held it in 4 quarters. The position peaked at $93K in Q4 2018. 313 funds tracked by Wall St. Rank hold SPIB as of Q2 2020.

Global Wealth Management Investment Advisory reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 784 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2020, an estimated $27K.
Global Wealth Management Investment Advisory first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2018 and held it in 4 quarters.
Global Wealth Management Investment Advisory's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $93K in Q4 2018.
313 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2020, filed 12 Aug 2020.