Great Point Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF SPIB Stock Holding History

Great Point Wealth Advisors’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
2021 Q1	–	Sell	-7,772	Closed	-$288K	–	55
2020 Q4	$288K	Sell	7,772 -656	-8%	-$24.2K	0.12%	41
2020 Q3	$307K	Hold	8,428	–	–	0.16%	38
2020 Q2	$307K	Sell	8,428 -29,035	-78%	-$1.03M	0.16%	38
2020 Q1	$1.27M	Sell	37,463 -694,014	-95%	-$24.3M	1.06%	19
2019 Q4	$25.8M	Buy	731,477 +51,520	+8%	+$1.82M	15.97%	2
2019 Q3	$24M	Buy	679,957 +158,201	+30%	+$5.55M	16.34%	2
2019 Q2	$18.2M	Buy	521,756 +44,632	+9%	+$1.53M	14.72%	2
2019 Q1	$16.3M	Buy	477,124 +59,455	+14%	+$2M	13.85%	2
2018 Q4	$13.8M	Buy	+417,669	New	+$13.8M	13.05%	2

Other funds holding SPIB

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

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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Federal Reserve Bank of New York New York $5.06B AUM

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Great Point Wealth Advisors's SPIB Position: Q1 2021 in Review

Great Point Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) in Q1 2021, closing a stake of 7,772 shares — an estimated $288K sold.

Great Point Wealth Advisors first reported a position in SPIB in Q4 2018 and held it in 9 quarters. The position peaked at $25.8M in Q4 2019. 348 funds tracked by Wall St. Rank hold SPIB as of Q1 2021.

Great Point Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF position as of Q1 2021 after selling out during the quarter.
Great Point Wealth Advisors sold 7,772 State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF shares in Q1 2021, an estimated $288K.
Great Point Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q4 2018 and held it in 9 quarters.
Great Point Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF position peaked at $25.8M in Q4 2019.
348 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q1 2021.

Based on Great Point Wealth Advisors's 13F filing for Q1 2021, filed 11 May 2021.