Insight 2811 Inc’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Insight 2811 Inc’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 Q2	–	Sell	-7,727	Closed	-$264K	–	97
2022 Q1	$264K	Sell	7,727 -126	-2%	-$4.41K	0.16%	71
2021 Q4	$284K	Sell	7,853 -400	-5%	-$14.5K	0.16%	67
2021 Q3	$301K	Sell	8,253 -546	-6%	-$20.1K	0.18%	57
2021 Q2	$323K	Buy	+8,799	New	+$321K	0.18%	58
2020 Q1	–	Sell	-6,223	Closed	-$220K	–	84
2019 Q4	$220K	Buy	+6,223	New	+$219K	0.14%	87

Other funds holding SPIB

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

CSIA

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Insight 2811 Inc's SPIB Position: Q2 2022 in Review

Insight 2811 Inc sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2022, closing a stake of 7,727 shares — an estimated $264K sold.

Insight 2811 Inc first reported a position in SPIB in Q4 2019 and held it in 5 quarters. The position peaked at $323K in Q2 2021. 379 funds tracked by Wall St. Rank hold SPIB as of Q2 2022.

Insight 2811 Inc reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Insight 2811 Inc sold 7,727 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2022, an estimated $264K.
Insight 2811 Inc first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and held it in 5 quarters.
Insight 2811 Inc's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $323K in Q2 2021.
379 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2022.

Based on Insight 2811 Inc's 13F filing for Q2 2022, filed 9 Aug 2022.