HWM
SPIB icon

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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return