Heritage Wealth Management (Arizona)’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$643K	Buy	20,198 +9,345	+86%	+$296K	0.09%	159
2022 Q3	$340K	Sell	10,853 -2,323	-18%	-$75.7K	0.11%	134
2022 Q2	$430K	Sell	13,176 -1,111	-8%	-$36.7K	0.14%	108
2022 Q1	$488K	Buy	+14,287	New	+$500K	0.13%	120
2021 Q3	$753K	Sell	20,616 -9,542	-32%	-$351K	0.27%	72
2021 Q2	$1.11M	Buy	+30,158	New	+$1.1M	0.42%	51

Other funds holding SPIB

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SPIB Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 86% in Q4 2022, buying an estimated $296K and bringing the position to 20,198 shares worth $643K. The position accounts for 0.09% of the portfolio, ranked #159.

Heritage Wealth Management (Arizona) first reported a position in SPIB in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.11M in Q2 2021. 416 funds tracked by Wall St. Rank hold SPIB as of Q4 2022.

Heritage Wealth Management (Arizona) held 20,198 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $643K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 9,345 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2022, an estimated $296K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.09% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #159 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2021 and has held it in 6 quarters since.
Heritage Wealth Management (Arizona)'s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.11M in Q2 2021.
416 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.