Hohimer Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Hohimer Wealth Management’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 Q1	–	Sell	-5,759	Closed	-$208K	–	227
2021 Q4	$208K	Hold	5,759	–	–	0.04%	185
2021 Q3	$210K	Hold	5,759	–	–	0.04%	167
2021 Q2	$211K	Hold	5,759	–	–	0.04%	172
2021 Q1	$209K	Sell	5,759 -918	-14%	-$33.7K	0.05%	168
2020 Q4	$248K	Hold	6,677	–	–	0.07%	162
2020 Q3	$246K	Buy	6,677 +916	+16%	+$33.7K	0.07%	162
2020 Q2	$210K	Buy	5,761 +2	+0%	+$71	0.07%	171
2020 Q1	$203K	Sell	5,759 -1,594	-22%	-$55.9K	0.09%	169
2019 Q4	$260K	Buy	+7,353	New	+$259K	0.09%	208

Other funds holding SPIB

CSIA

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TAIM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Hohimer Wealth Management's SPIB Position: Q1 2022 in Review

Hohimer Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2022, closing a stake of 5,759 shares — an estimated $208K sold.

Hohimer Wealth Management first reported a position in SPIB in Q4 2019 and held it in 9 quarters. The position peaked at $260K in Q4 2019. 385 funds tracked by Wall St. Rank hold SPIB as of Q1 2022.

Hohimer Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Hohimer Wealth Management sold 5,759 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2022, an estimated $208K.
Hohimer Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and held it in 9 quarters.
Hohimer Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $260K in Q4 2019.
385 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2022.

Based on Hohimer Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.