Next Financial Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Next Financial Group’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
2021 Q4	$268K	Buy	7,412 +1,079	+17%	+$39.1K	0.02%	783
2021 Q3	$231K	Buy	6,333 +1,980	+45%	+$72.8K	0.02%	773
2021 Q2	$160K	Buy	4,353 +2,346	+117%	+$85.6K	0.01%	909
2021 Q1	$73K	Buy	2,007 +845	+73%	+$31K	0.01%	1137
2020 Q4	$43K	Buy	1,162 +209	+22%	+$7.71K	﹤0.01%	1254
2020 Q3	$35K	Buy	+953	New	+$35.1K	﹤0.01%	1215
2020 Q2	–	Sell	-956	Closed	-$33K	–	1712
2020 Q1	$33K	Sell	956 -13	-1%	-$456	﹤0.01%	1116
2019 Q4	$34K	Sell	969 -3	-0.3%	-$106	﹤0.01%	1349
2019 Q3	$34K	Sell	972 -48	-5%	-$1.68K	﹤0.01%	1268
2019 Q2	$36K	Buy	+1,020	New	+$35K	﹤0.01%	1272
2019 Q1	–	Sell	-1,023	Closed	-$34K	–	2070
2018 Q4	$34K	Buy	+1,023	New	+$33.7K	0.01%	924
2017 Q3	–	Sell	-688	Closed	-$24K	–	1940
2017 Q2	$24K	Buy	+688	New	+$23.6K	0.01%	1015

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 $654B AUM 26.35% 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 $377B AUM 19.32% 1-Year Est. Return

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

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

AIMU

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Next Financial Group's SPIB Position: Q4 2021 in Review

Next Financial Group increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 17% in Q4 2021, buying an estimated $39.1K and bringing the position to 7,412 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #783.

Next Financial Group first reported a position in SPIB in Q2 2017 and has held it in 12 quarters since. 390 funds tracked by Wall St. Rank hold SPIB as of Q4 2021.

Next Financial Group held 7,412 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $268K as of Q4 2021.
Next Financial Group bought 1,079 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2021, an estimated $39.1K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #783 holding.
Next Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2017 and has held it in 12 quarters since.
390 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.