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

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-1,449
Closed -$47K – 1745
2022
Q2 		$47K Sell
1,449
-87
-6% -$2.88K 0.01% 756
2022
Q1 		$52K Buy
1,536
+117
+8% +$4.1K 0.01% 766
2021
Q4 		$51K Buy
1,419
+768
+118% +$27.8K 0.01% 854
2021
Q3 		$24K Sell
651
-334
-34% -$12.3K ﹤0.01% 1143
2021
Q2 		$36K Sell
985
-4,023
-80% -$147K 0.01% 957
2021
Q1 		$182K Sell
5,008
-38,105
-88% -$1.4M 0.04% 412
2020
Q4 		$1.6M Sell
43,113
-836
-2% -$30.9K 0.4% 42
2020
Q3 		$1.62M Buy
43,949
+1,620
+4% +$59.6K 0.53% 34
2020
Q2 		$1.55M Buy
42,329
+5,666
+15% +$202K 0.59% 29
2020
Q1 		$1.25M Buy
36,663
+22,796
+164% +$799K 0.57% 30
2019
Q4 		$490K Buy
13,867
+2,089
+18% +$73.6K 0.18% 115
2019
Q3 		$416K Sell
11,778
-2,205
-16% -$77.4K 0.19% 111
2019
Q2 		$488K Buy
13,983
+4,025
+40% +$138K 0.21% 78
2019
Q1 		$340K Buy
9,958
+5,027
+102% +$169K 0.17% 104
2018
Q4 		$163K Buy
4,931
+4,118
+507% +$136K 0.11% 146
2018
Q3 		$27K Buy
813
+201
+33% +$6.7K 0.02% 428
2018
Q2 		$20K Sell
612
-1,873
-75% -$62.3K 0.02% 291
2018
Q1 		$83K Buy
2,485
+789
+47% +$26.6K 0.06% 243
2017
Q4 		$59K Buy
1,696
+746
+79% +$25.6K 0.04% 271
2017
Q3 		$33K Buy
950
+234
+33% +$8.08K 0.03% 317
2017
Q2 		$25K Buy
716
+270
+61% +$9.28K 0.03% 349
2017
Q1 		$15K Buy
446
+175
+65% +$5.95K 0.02% 423
2016
Q4 		$9K Buy
+271
New +$9.29K 0.01% 488

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SPIB Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2022, closing a stake of 1,449 shares — an estimated $47K sold.

Patriot Financial Group Insurance Agency first reported a position in SPIB in Q4 2016 and held it in 23 quarters. The position peaked at $1.62M in Q3 2020. 389 funds tracked by Wall St. Rank hold SPIB as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,449 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2022, an estimated $47K.
  • Patriot Financial Group Insurance Agency first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.62M in Q3 2020.
  • 389 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.