LexAurum Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

LexAurum Advisors’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
2021 Q1	–	Sell	-20,824	Closed	-$774K	–	250
2020 Q4	$774K	Buy	20,824 +5,124	+33%	+$189K	0.28%	90
2020 Q3	$577K	Buy	15,700 +9,354	+147%	+$344K	0.24%	92
2020 Q2	$232K	Sell	6,346 -148	-2%	-$5.26K	0.13%	170
2020 Q1	$221K	Sell	6,494 -5,986	-48%	-$210K	0.15%	151
2019 Q4	$441K	Sell	12,480 -144	-1%	-$5.08K	0.22%	113
2019 Q3	$445K	Buy	12,624 +6,088	+93%	+$214K	0.26%	94
2019 Q2	$228K	Buy	+6,536	New	+$224K	0.14%	146
2018 Q3	–	Sell	-6,488	Closed	-$216K	–	175
2018 Q2	$216K	Sell	6,488 -1,665	-20%	-$55.4K	0.19%	123
2018 Q1	$273K	Sell	8,153 -880	-10%	-$29.7K	0.23%	108
2017 Q4	$308K	Buy	+9,033	New	+$310K	0.29%	96

Other funds holding SPIB

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

CSIA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

TAIM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LexAurum Advisors's SPIB Position: Q1 2021 in Review

LexAurum Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2021, closing a stake of 20,824 shares — an estimated $774K sold.

LexAurum Advisors first reported a position in SPIB in Q4 2017 and held it in 10 quarters. The position peaked at $774K in Q4 2020. 349 funds tracked by Wall St. Rank hold SPIB as of Q1 2021.

LexAurum Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
LexAurum Advisors sold 20,824 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2021, an estimated $774K.
LexAurum Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and held it in 10 quarters.
LexAurum Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $774K in Q4 2020.
349 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2021.

Based on LexAurum Advisors's 13F filing for Q1 2021, filed 22 Apr 2021.