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

MOTCO’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 Q1	–	Sell	-991	Closed	-$36K	–	621
2021 Q4	$36K	Hold	991	–	–	﹤0.01%	380
2021 Q3	$36K	Hold	991	–	–	﹤0.01%	379
2021 Q2	$36K	Hold	991	–	–	﹤0.01%	386
2021 Q1	$36K	Hold	991	–	–	﹤0.01%	366
2020 Q4	$37K	Hold	991	–	–	﹤0.01%	383
2020 Q3	$36K	Buy	+991	New	+$36.5K	﹤0.01%	363
2019 Q4	–	Sell	-884	Closed	-$31K	–	552
2019 Q3	$31K	Buy	+884	New	+$31K	﹤0.01%	352
2019 Q1	–	Sell	-424	Closed	-$14K	–	557
2018 Q4	$14K	Buy	+424	New	+$14K	﹤0.01%	419

Other funds holding SPIB

CSIA

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MOTCO's SPIB Position: Q1 2022 in Review

MOTCO sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2022, closing a stake of 991 shares — an estimated $36K sold.

MOTCO first reported a position in SPIB in Q4 2018 and held it in 8 quarters. The position peaked at $37K in Q4 2020. 385 funds tracked by Wall St. Rank hold SPIB as of Q1 2022.

MOTCO reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
MOTCO sold 991 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2022, an estimated $36K.
MOTCO first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2018 and held it in 8 quarters.
MOTCO's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $37K in Q4 2020.
385 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2022.

Based on MOTCO's 13F filing for Q1 2022, filed 6 May 2022.