Northwest & Ethical Investments’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Northwest & Ethical Investments’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
2024 Q2	–	Sell	-81,300	Closed	-$2.66M	–	521
2024 Q1	$2.66M	Sell	81,300 -67,700	-45%	-$2.21M	0.08%	227
2023 Q4	$4.89M	Sell	149,000 -11,500	-7%	-$365K	0.15%	176
2023 Q3	$5.05M	Hold	160,500	–	–	0.17%	168
2023 Q2	$5.15M	Hold	160,500	–	–	0.17%	169
2023 Q1	$5.21M	Hold	160,500	–	–	0.17%	168
2022 Q4	$5.11M	Sell	160,500 -11,100	-6%	-$351K	0.18%	167
2022 Q3	$5.37M	Hold	171,600	–	–	0.22%	141
2022 Q2	$5.6M	Buy	+171,600	New	+$5.67M	0.21%	140

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

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

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Northwest & Ethical Investments's SPIB Position: Q2 2024 in Review

Northwest & Ethical Investments sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2024, closing a stake of 81,300 shares — an estimated $2.66M sold.

Northwest & Ethical Investments first reported a position in SPIB in Q2 2022 and held it in 8 quarters. The position peaked at $5.6M in Q2 2022. 490 funds tracked by Wall St. Rank hold SPIB as of Q2 2024.

Northwest & Ethical Investments reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Northwest & Ethical Investments sold 81,300 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2024, an estimated $2.66M.
Northwest & Ethical Investments first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2022 and held it in 8 quarters.
Northwest & Ethical Investments's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $5.6M in Q2 2022.
490 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2024.

Based on Northwest & Ethical Investments's 13F filing for Q2 2024, filed 14 Aug 2024.