PrairieView Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

PrairieView Partners’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	-2,784	Closed	-$91K	–	473
2022 Q2	$91K	Sell	2,784 -2,828	-50%	-$93.5K	0.01%	152
2022 Q1	$192K	Hold	5,612	–	–	0.03%	110
2021 Q4	$203K	Sell	5,612 -175	-3%	-$6.34K	0.03%	104
2021 Q3	$211K	Hold	5,787	–	–	0.03%	90
2021 Q2	$212K	Sell	5,787 -1,204	-17%	-$44K	0.03%	89
2021 Q1	$253K	Sell	6,991 -290	-4%	-$10.6K	0.04%	79
2020 Q4	$271K	Sell	7,281 -1,267	-15%	-$46.8K	0.05%	73
2020 Q3	$314K	Sell	8,548 -510	-6%	-$18.8K	0.07%	65
2020 Q2	$331K	Sell	9,058 -1,810	-17%	-$64.4K	0.07%	61
2020 Q1	$370K	Sell	10,868 -365	-3%	-$12.8K	0.09%	60
2019 Q4	$397K	Sell	11,233 -741	-6%	-$26.1K	0.09%	63
2019 Q3	$422K	Sell	11,974 -824	-6%	-$28.9K	0.1%	59
2019 Q2	$447K	Sell	12,798 -698	-5%	-$23.9K	0.11%	44
2019 Q1	$461K	Sell	13,496 -3,096	-19%	-$104K	0.12%	44
2018 Q4	$548K	Buy	+16,592	New	+$547K	0.15%	44

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PrairieView Partners's SPIB Position: Q3 2022 in Review

PrairieView Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2022, closing a stake of 2,784 shares — an estimated $91K sold.

PrairieView Partners first reported a position in SPIB in Q4 2018 and held it in 15 quarters. The position peaked at $548K in Q4 2018. 388 funds tracked by Wall St. Rank hold SPIB as of Q3 2022.

PrairieView Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
PrairieView Partners sold 2,784 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2022, an estimated $91K.
PrairieView Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2018 and held it in 15 quarters.
PrairieView Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $548K in Q4 2018.
388 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2022.

Based on PrairieView Partners's 13F filing for Q3 2022, filed 1 Nov 2022.