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

Melone Private Wealth’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	-14,067	Closed	-$448K	–	54
2022 Q4	$448K	Sell	14,067 -3,182	-18%	-$101K	0.38%	42
2022 Q3	$542K	Buy	17,249 +53	+0.3%	+$1.73K	0.47%	39
2022 Q2	$561K	Sell	17,196 -84	-0.5%	-$2.78K	0.48%	39
2022 Q1	$574K	Sell	17,280 -3,106	-15%	-$109K	0.47%	43
2021 Q4	$737K	Buy	+20,386	New	+$739K	0.55%	43

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 $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

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

Melone Private Wealth's SPIB Position: Q1 2023 in Review

Melone Private Wealth sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2023, closing a stake of 14,067 shares — an estimated $448K sold.

Melone Private Wealth first reported a position in SPIB in Q4 2021 and held it in 5 quarters. The position peaked at $737K in Q4 2021. 400 funds tracked by Wall St. Rank hold SPIB as of Q1 2023.

Melone Private Wealth reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Melone Private Wealth sold 14,067 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2023, an estimated $448K.
Melone Private Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
Melone Private Wealth's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $737K in Q4 2021.
400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2023.

Based on Melone Private Wealth's 13F filing for Q1 2023, filed 20 Apr 2023.