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 $654B AUM 26.35% 1-Year Est. Return

Creative Planning

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return