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

Lake Point 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 Q2	$6K	Buy	179 +61	+52%	+$2.02K	﹤0.01%	216
2022 Q1	$4K	Hold	118	–	–	﹤0.01%	275
2021 Q4	$4K	Hold	118	–	–	﹤0.01%	285
2021 Q3	$4K	Hold	118	–	–	﹤0.01%	268
2021 Q2	$4K	Buy	+118	New	+$4.31K	﹤0.01%	281
2020 Q1	$4K	Hold	118	–	–	﹤0.01%	203
2019 Q4	$4K	Buy	+118	New	+$4.16K	﹤0.01%	406
2019 Q2	$105K	Hold	3,000	–	–	0.04%	77
2019 Q1	$105K	Sell	3,000 -68,658	-96%	-$2.31M	0.04%	77
2018 Q4	$2.37M	Buy	+71,658	New	+$2.36M	0.89%	28

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

Lake Point Wealth Management's SPIB Position: Q2 2022 in Review

Lake Point Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 52% in Q2 2022, buying an estimated $2.02K and bringing the position to 179 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Lake Point Wealth Management first reported a position in SPIB in Q4 2018 and has held it in 10 quarters since. The position peaked at $2.37M in Q4 2018. 379 funds tracked by Wall St. Rank hold SPIB as of Q2 2022.

Lake Point Wealth Management held 179 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $6K as of Q2 2022.
Lake Point Wealth Management bought 61 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2022, an estimated $2.02K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #216 holding.
Lake Point Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.37M in Q4 2018.
379 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.