GPWA
SPIB icon

Great Point Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond 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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return