HFS
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Heritage Financial Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Heritage Financial 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
2022
Q3 		– Sell
-67
Closed -$2K – 410
2022
Q2 		$2K Buy
+67
New +$2.21K ﹤0.01% 423

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TAIM
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CSIA
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Bank of America
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Envestnet Asset Management
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Morgan Stanley
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Heritage Financial Services's SPIB Position: Q3 2022 in Review

Heritage Financial Services sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2022, closing a stake of 67 shares — an estimated $2K sold.

Heritage Financial Services first reported a position in SPIB in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 389 funds tracked by Wall St. Rank hold SPIB as of Q3 2022.

  • Heritage Financial Services reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 67 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2022, an estimated $2K.
  • Heritage Financial Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2K in Q2 2022.
  • 389 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.