Harvest Investment Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Harvest Investment Services’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 Q4	–	Sell	-10,854	Closed	-$396K	–	307
2021 Q3	$396K	Buy	10,854 +41	+0.4%	+$1.51K	0.16%	177
2021 Q2	$396K	Buy	10,813 +42	+0.4%	+$1.53K	0.17%	168
2021 Q1	$390K	Buy	10,771 +31	+0.3%	+$1.14K	0.18%	150
2020 Q4	$399K	Buy	10,740 +66	+0.6%	+$2.44K	0.21%	126
2020 Q3	$392K	Buy	10,674 +56	+0.5%	+$2.06K	0.22%	107
2020 Q2	$387K	Buy	10,618 +68	+0.6%	+$2.42K	0.23%	110
2020 Q1	$358K	Buy	10,550 +47	+0.4%	+$1.65K	0.48%	56
2019 Q4	$370K	Buy	10,503 +100	+1%	+$3.52K	0.2%	81
2019 Q3	$366K	Buy	10,403 +2,718	+35%	+$95.4K	0.18%	94
2019 Q2	$267K	Hold	7,685	–	–	0.15%	130
2019 Q1	$261K	Buy	+7,685	New	+$258K	0.15%	130

Other funds holding SPIB

CSIA

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Harvest Investment Services's SPIB Position: Q4 2021 in Review

Harvest Investment Services sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2021, closing a stake of 10,854 shares — an estimated $396K sold.

Harvest Investment Services first reported a position in SPIB in Q1 2019 and held it in 11 quarters. The position peaked at $399K in Q4 2020. 389 funds tracked by Wall St. Rank hold SPIB as of Q4 2021.

Harvest Investment Services reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Harvest Investment Services sold 10,854 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2021, an estimated $396K.
Harvest Investment Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2019 and held it in 11 quarters.
Harvest Investment Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $399K in Q4 2020.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2021.

Based on Harvest Investment Services's 13F filing for Q4 2021, filed 31 Jan 2022.