Lehman & Derafelo Financial Resources’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	–	Sell	-1,322	Closed	-$41K	–	179
2022 Q3	$41K	Hold	1,322	–	–	0.01%	131
2022 Q2	$43K	Buy	+1,322	New	+$43.7K	0.01%	135
2021 Q4	–	Sell	-1,322	Closed	-$48K	–	177
2021 Q3	$48K	Hold	1,322	–	–	0.02%	134
2021 Q2	$49K	Hold	1,322	–	–	0.01%	153
2021 Q1	$48K	Hold	1,322	–	–	0.01%	151
2020 Q4	$49K	Hold	1,322	–	–	0.01%	147
2020 Q3	$49K	Hold	1,322	–	–	0.02%	174
2020 Q2	$48K	Hold	1,322	–	–	0.02%	161
2020 Q1	$45K	Hold	1,322	–	–	0.02%	116
2019 Q4	$47K	Hold	1,322	–	–	0.02%	132
2019 Q3	$47K	Hold	1,322	–	–	0.02%	125
2019 Q2	$46K	Hold	1,322	–	–	0.02%	123
2019 Q1	$45K	Hold	1,322	–	–	0.02%	124
2018 Q4	$44K	Buy	+1,322	New	+$43.6K	0.02%	115

Other funds holding SPIB

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

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

TAIM

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

CSIA

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources's SPIB Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2022, closing a stake of 1,322 shares — an estimated $41K sold.

Lehman & Derafelo Financial Resources first reported a position in SPIB in Q4 2018 and held it in 14 quarters. The position peaked at $49K in Q2 2021. 416 funds tracked by Wall St. Rank hold SPIB as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 1,322 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2022, an estimated $41K.
Lehman & Derafelo Financial Resources first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $49K in Q2 2021.
416 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.