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MBE Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

MBE Wealth Management’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
2020
Q2 		– Sell
-1,500
Closed -$51K – 442
2020
Q1 		$51K Buy
+1,500
New +$52.6K 0.05% 123

Other funds holding SPIB

Charles Schwab
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MIA
MainStreet Investment Advisors Chicago, Illinois $665M AUM 18.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

MBE Wealth Management's SPIB Position: Q2 2020 in Review

MBE Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2020, closing a stake of 1,500 shares — an estimated $51K sold.

MBE Wealth Management first reported a position in SPIB in Q1 2020 and held it in 1 quarter. The position peaked at $51K in Q1 2020. 312 funds tracked by Wall St. Rank hold SPIB as of Q2 2020.

  • MBE Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 1,500 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2020, an estimated $51K.
  • MBE Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $51K in Q1 2020.
  • 312 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.