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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $18.1B AUM 24.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Level Four Advisory Services's SPIB Position: Q4 2022 in Review

Level Four Advisory Services sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2022, closing a stake of 6,896 shares — an estimated $216K sold.

Level Four Advisory Services first reported a position in SPIB in Q4 2016 and held it in 18 quarters. The position peaked at $1.82M in Q3 2017. 415 funds tracked by Wall St. Rank hold SPIB as of Q4 2022.

Level Four Advisory Services reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Level Four Advisory Services sold 6,896 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2022, an estimated $216K.
Level Four Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2016 and held it in 18 quarters.
Level Four Advisory Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.82M in Q3 2017.
415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2022.

Based on Level Four Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.