Kistler-Tiffany Companies’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Kistler-Tiffany Companies’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 Q2	$16.8M	Buy	523,622 +70,415	+16%	+$2.27M	2.73%	5
2023 Q1	$14.7M	Buy	453,207 +93,801	+26%	+$3.03M	2.8%	5
2022 Q4	$11.4M	Buy	+359,406	New	+$11.4M	2.35%	7
2020 Q2	–	Sell	-126	Closed	-$4K	–	632
2020 Q1	$4K	Hold	126	–	–	﹤0.01%	521
2019 Q4	$4K	Hold	126	–	–	﹤0.01%	528
2019 Q3	$4K	Hold	126	–	–	﹤0.01%	533
2019 Q2	$4K	Hold	126	–	–	﹤0.01%	524
2019 Q1	$4K	Hold	126	–	–	﹤0.01%	519
2018 Q4	$4K	Sell	126 -7	-5%	-$231	﹤0.01%	500
2018 Q3	$4K	Hold	133	–	–	﹤0.01%	514
2018 Q2	$4K	Hold	133	–	–	﹤0.01%	498
2018 Q1	$4K	Buy	133 +20	+18%	+$675	﹤0.01%	506
2017 Q4	$4K	Hold	113	–	–	﹤0.01%	492
2017 Q3	$4K	Hold	113	–	–	﹤0.01%	462
2017 Q2	$4K	Buy	113 +13	+13%	+$447	﹤0.01%	450
2017 Q1	$3K	Hold	100	–	–	﹤0.01%	464
2016 Q4	$3K	Hold	100	–	–	﹤0.01%	473
2016 Q3	$3K	Hold	100	–	–	﹤0.01%	501
2016 Q2	$3K	Buy	+100	New	+$3.44K	﹤0.01%	521

Other funds holding SPIB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CSIA

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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 $18.1B AUM 24.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Kistler-Tiffany Companies's SPIB Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 16% in Q2 2023, buying an estimated $2.27M and bringing the position to 523,622 shares worth $16.8M. The position accounts for 2.73% of the portfolio, ranked #5.

Kistler-Tiffany Companies first reported a position in SPIB in Q2 2016 and has held it in 19 quarters since. 410 funds tracked by Wall St. Rank hold SPIB as of Q2 2023.

Kistler-Tiffany Companies held 523,622 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $16.8M as of Q2 2023.
Kistler-Tiffany Companies bought 70,415 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2023, an estimated $2.27M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 2.73% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #5 holding.
Kistler-Tiffany Companies first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2016 and has held it in 19 quarters since.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.