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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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