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LFAS
Level Four Advisory Services’s
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
Stock Holding History
Level Four Advisory Services’s Portfolio
SPIB Stock Details
SPIB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-6,896
Closed
-$216K
–
712
2022
Q3
$216K
Sell
6,896
-410
-6%
-$13.4K
0.02%
485
2022
Q2
$238K
Buy
7,306
+1,031
+16%
+$34.1K
0.02%
488
2022
Q1
$214K
Buy
+6,275
New
+$220K
0.02%
587
2021
Q3
–
Sell
-16,436
Closed
-$603K
–
615
2021
Q2
$603K
Buy
16,436
+670
+4%
+$24.5K
0.04%
358
2021
Q1
$572K
Sell
15,766
-2,920
-16%
-$107K
0.04%
360
2020
Q4
$695K
Sell
18,686
-3,528
-16%
-$130K
0.06%
303
2020
Q3
$817K
Sell
22,214
-4,002
-15%
-$147K
0.06%
276
2020
Q2
$961K
Buy
26,216
+4,086
+18%
+$145K
0.07%
262
2020
Q1
$754K
Sell
22,130
-1,111
-5%
-$39K
0.09%
250
2019
Q4
$824K
Buy
23,241
+13,233
+132%
+$466K
0.03%
306
2019
Q3
$353K
Buy
10,008
+1,681
+20%
+$59K
0.04%
368
2019
Q2
$291K
Buy
+8,327
New
+$286K
0.03%
429
2019
Q1
–
Sell
-9,545
Closed
-$315K
–
544
2018
Q4
$315K
Buy
+9,545
New
+$315K
0.04%
390
2018
Q2
–
Sell
-53,995
Closed
-$1.81M
–
634
2018
Q1
$1.81M
Buy
53,995
+979
+2%
+$33K
0.14%
142
2017
Q4
$1.81M
Buy
53,016
+210
+0.4%
+$7.22K
0.14%
135
2017
Q3
$1.82M
Buy
+52,806
New
+$1.82M
0.16%
125
2017
Q2
–
Sell
-52,803
Closed
-$1.8M
–
490
2017
Q1
$1.8M
Buy
52,803
+1,134
+2%
+$38.6K
0.18%
116
2016
Q4
$1.75M
Buy
+51,669
New
+$1.77M
0.22%
89
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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