Princeton Global Asset Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Princeton Global Asset 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 Q1	–	Sell	-1,200	Closed	-$43K	–	597
2021 Q4	$43K	Hold	1,200	–	–	0.01%	269
2021 Q3	$44K	Hold	1,200	–	–	0.01%	270
2021 Q2	$44K	Hold	1,200	–	–	0.01%	264
2021 Q1	$44K	Hold	1,200	–	–	0.01%	252
2020 Q4	$45K	Hold	1,200	–	–	0.02%	254
2020 Q3	$44K	Hold	1,200	–	–	0.02%	225
2020 Q2	$43K	Hold	1,200	–	–	0.01%	265
2020 Q1	$41K	Hold	1,200	–	–	0.02%	244
2019 Q4	$42	Hold	1,200	–	–	0.02%	254
2019 Q3	$43K	Hold	1,200	–	–	0.02%	223
2019 Q2	$42K	Hold	1,200	–	–	0.03%	233
2019 Q1	$41K	Hold	1,200	–	–	0.03%	207
2018 Q4	$40K	Buy	+1,200	New	+$39.5K	0.04%	165

Other funds holding SPIB

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Creative Planning

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

Envestnet Asset Management

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return