GYL Financial Synergies’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

GYL Financial Synergies’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
2023 Q2	–	Sell	-19,924	Closed	-$647K	–	353
2023 Q1	$647K	Sell	19,924 -4,833	-20%	-$156K	0.08%	167
2022 Q4	$788K	Sell	24,757 -1,227	-5%	-$38.8K	0.17%	81
2022 Q3	$814K	Sell	25,984 -527	-2%	-$17.2K	0.22%	64
2022 Q2	$865K	Sell	26,511 -638	-2%	-$21.1K	0.24%	60
2022 Q1	$927K	Sell	27,149 -433	-2%	-$15.2K	0.22%	59
2021 Q4	$997K	Buy	+27,582	New	+$1,000K	0.27%	61

Other funds holding SPIB

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

CSIA

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

TAIM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

GYL Financial Synergies's SPIB Position: Q2 2023 in Review

GYL Financial Synergies sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2023, closing a stake of 19,924 shares — an estimated $647K sold.

GYL Financial Synergies first reported a position in SPIB in Q4 2021 and held it in 6 quarters. The position peaked at $997K in Q4 2021. 409 funds tracked by Wall St. Rank hold SPIB as of Q2 2023.

GYL Financial Synergies reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
GYL Financial Synergies sold 19,924 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2023, an estimated $647K.
GYL Financial Synergies first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
GYL Financial Synergies's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $997K in Q4 2021.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2023.

Based on GYL Financial Synergies's 13F filing for Q2 2023, filed 14 Aug 2023.