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

Peak Financial Advisors’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 Q4	–	Sell	-10,241	Closed	-$321K	–	76
2022 Q3	$321K	Sell	10,241 -165	-2%	-$5.38K	0.39%	40
2022 Q2	$340K	Buy	10,406 +1,717	+20%	+$56.8K	0.34%	53
2022 Q1	$297K	Sell	8,689 -1,065	-11%	-$37.3K	0.25%	65
2021 Q4	$353K	Buy	+9,754	New	+$354K	0.27%	59
2021 Q1	–	Sell	-19,177	Closed	-$713K	–	84
2020 Q4	$713K	Buy	+19,177	New	+$708K	0.61%	41

Other funds holding SPIB

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Peak Financial Advisors's SPIB Position: Q4 2022 in Review

Peak Financial Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2022, closing a stake of 10,241 shares — an estimated $321K sold.

Peak Financial Advisors first reported a position in SPIB in Q4 2020 and held it in 5 quarters. The position peaked at $713K in Q4 2020. 415 funds tracked by Wall St. Rank hold SPIB as of Q4 2022.

Peak Financial Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Peak Financial Advisors sold 10,241 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2022, an estimated $321K.
Peak Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
Peak Financial Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $713K in Q4 2020.
415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2022.

Based on Peak Financial Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.