Peterson Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Peterson Wealth Management’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	-55,825	Closed	-$1.75M	–	61
2022 Q3	$1.75M	Sell	55,825 -1,996	-3%	-$65.1K	1.63%	17
2022 Q2	$1.89M	Buy	57,821 +4,241	+8%	+$140K	2.44%	12
2022 Q1	$1.83M	Sell	53,580 -27,398	-34%	-$959K	1.23%	23
2021 Q4	$2.93M	Buy	80,978 +794	+1%	+$28.8K	1.95%	17
2021 Q3	$2.93M	Sell	80,184 -1,073	-1%	-$39.4K	2.27%	14
2021 Q2	$2.98M	Sell	81,257 -70,384	-46%	-$2.57M	2.33%	14
2021 Q1	$5.5M	Sell	151,641 -11,411	-7%	-$419K	4.67%	9
2020 Q4	$6.06M	Buy	163,052 +5,048	+3%	+$186K	4.92%	8
2020 Q3	$5.81M	Buy	158,004 +15,852	+11%	+$584K	5.14%	8
2020 Q2	$5.19M	Sell	142,152 -199	-0.1%	-$7.08K	5.16%	7
2020 Q1	$4.84M	Sell	142,351 -3,060	-2%	-$107K	5.9%	4
2019 Q4	$5.15M	Buy	+145,411	New	+$5.13M	4.68%	8

Other funds holding SPIB

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.37T AUM 24.88% 1-Year Est. Return

Peterson Wealth Management's SPIB Position: Q4 2022 in Review

Peterson Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2022, closing a stake of 55,825 shares — an estimated $1.75M sold.

Peterson Wealth Management first reported a position in SPIB in Q4 2019 and held it in 12 quarters. The position peaked at $6.06M in Q4 2020. 416 funds tracked by Wall St. Rank hold SPIB as of Q4 2022.

Peterson Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Peterson Wealth Management sold 55,825 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2022, an estimated $1.75M.
Peterson Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
Peterson Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $6.06M in Q4 2020.
416 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2022.

Based on Peterson Wealth Management's 13F filing for Q4 2022, filed 8 Feb 2023.