Hayden Royal’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Hayden Royal’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 Q3	–	Sell	-24,294	Closed	-$892K	–	185
2021 Q2	$892K	Sell	24,294 -103	-0.4%	-$3.76K	0.49%	54
2021 Q1	$884K	Buy	+24,397	New	+$895K	0.51%	53
2020 Q4	–	Sell	-25,386	Closed	-$933K	–	545
2020 Q3	$933K	Buy	+25,386	New	+$935K	0.5%	49
2020 Q2	–	Sell	-24,416	Closed	-$830K	–	246
2020 Q1	$830K	Buy	24,416 +414	+2%	+$14.5K	0.49%	52
2019 Q4	$858K	Buy	+24,002	New	+$846K	0.43%	57

Other funds holding SPIB

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TAIM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIMU

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

Hayden Royal's SPIB Position: Q3 2021 in Review

Hayden Royal sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2021, closing a stake of 24,294 shares — an estimated $892K sold.

Hayden Royal first reported a position in SPIB in Q4 2019 and held it in 5 quarters. The position peaked at $933K in Q3 2020. 345 funds tracked by Wall St. Rank hold SPIB as of Q3 2021.

Hayden Royal reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Hayden Royal sold 24,294 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2021, an estimated $892K.
Hayden Royal first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and held it in 5 quarters.
Hayden Royal's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $933K in Q3 2020.
345 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2021.

Based on Hayden Royal's 13F filing for Q3 2021, filed 15 Nov 2021.