High Net Worth Advisory Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

High Net Worth Advisory Group’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	-13	Closed	-$414	–	520
2022 Q4	$414	Sell	13 -70	-84%	-$2.21K	﹤0.01%	611
2022 Q3	$3K	Buy	83 +70	+538%	+$2.28K	﹤0.01%	617
2022 Q2	$0	Hold	13	–	–	﹤0.01%	717
2022 Q1	$0	Hold	13	–	–	﹤0.01%	724
2021 Q4	$0	Buy	+13	New	+$471	﹤0.01%	693

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

High Net Worth Advisory Group's SPIB Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2023, closing a stake of 13 shares — an estimated $414 sold.

High Net Worth Advisory Group first reported a position in SPIB in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q3 2022. 400 funds tracked by Wall St. Rank hold SPIB as of Q1 2023.

High Net Worth Advisory Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 13 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2023, an estimated $414.
High Net Worth Advisory Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3K in Q3 2022.
400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.