Investors Financial Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Investors Financial 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
2022 Q1	–	Sell	-10,332	Closed	-$374K	–	155
2021 Q4	$374K	Buy	10,332 +198	+2%	+$7.18K	0.17%	136
2021 Q3	$370K	Buy	10,134 +220	+2%	+$8.09K	0.2%	131
2021 Q2	$364K	Hold	9,914	–	–	0.2%	129
2021 Q1	$359K	Buy	9,914 +400	+4%	+$14.7K	0.21%	123
2020 Q4	$354K	Buy	9,514 +714	+8%	+$26.4K	0.23%	114
2020 Q3	$323K	Buy	8,800 +1,773	+25%	+$65.3K	0.24%	104
2020 Q2	$257K	Buy	7,027 +428	+6%	+$15.2K	0.21%	116
2020 Q1	$224K	Sell	6,599 -485	-7%	-$17K	0.23%	103
2019 Q4	$250K	Buy	+7,084	New	+$250K	0.2%	107

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 $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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Investors Financial Group's SPIB Position: Q1 2022 in Review

Investors Financial Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2022, closing a stake of 10,332 shares — an estimated $374K sold.

Investors Financial Group first reported a position in SPIB in Q4 2019 and held it in 9 quarters. The position peaked at $374K in Q4 2021. 387 funds tracked by Wall St. Rank hold SPIB as of Q1 2022.

Investors Financial Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 10,332 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2022, an estimated $374K.
Investors Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and held it in 9 quarters.
Investors Financial Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $374K in Q4 2021.
387 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.