LWM Advisory Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

LWM 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
2023 Q1	–	Sell	-149,577	Closed	-$4.76M	–	86
2022 Q4	$4.76M	Buy	149,577 +142,093	+1,899%	+$4.49M	5.26%	6
2022 Q3	$234K	Buy	7,484 +980	+15%	+$31.9K	0.26%	102
2022 Q2	$212K	Sell	6,504 -1,342	-17%	-$44.4K	0.25%	104
2022 Q1	$268K	Buy	7,846 +1,314	+20%	+$46K	0.33%	89
2021 Q4	$236K	Buy	+6,532	New	+$237K	0.29%	97

Other funds holding SPIB

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

LWM Advisory Services's SPIB Position: Q1 2023 in Review

LWM Advisory Services sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2023, closing a stake of 149,577 shares — an estimated $4.76M sold.

LWM Advisory Services first reported a position in SPIB in Q4 2021 and held it in 5 quarters. The position peaked at $4.76M in Q4 2022. 400 funds tracked by Wall St. Rank hold SPIB as of Q1 2023.

LWM Advisory Services reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
LWM Advisory Services sold 149,577 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2023, an estimated $4.76M.
LWM Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
LWM Advisory Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4.76M in Q4 2022.
400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2023.

Based on LWM Advisory Services's 13F filing for Q1 2023, filed 3 May 2023.