Hazlett, Burt & Watson’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Hazlett, Burt & Watson’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 Q1	–	Sell	-25	Closed	-$1K	–	685
2022 Q4	$1K	Buy	+25	New	+$791	﹤0.01%	603

Other funds holding SPIB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

TAIM

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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 $16.5B AUM 19.94% 1-Year Est. Return

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

AIMU

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

Hazlett, Burt & Watson's SPIB Position: Q1 2023 in Review

Hazlett, Burt & Watson sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2023, closing a stake of 25 shares — an estimated $1K sold.

Hazlett, Burt & Watson first reported a position in SPIB in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 400 funds tracked by Wall St. Rank hold SPIB as of Q1 2023.

Hazlett, Burt & Watson reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Hazlett, Burt & Watson sold 25 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2023, an estimated $1K.
Hazlett, Burt & Watson first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
Hazlett, Burt & Watson's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1K in Q4 2022.
400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2023, filed 27 Apr 2023.