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

Proficio Capital 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
2019 Q3	–	Sell	-1,467	Closed	-$51K	–	1319
2019 Q2	$51K	Hold	1,467	–	–	0.02%	371
2019 Q1	$50K	Hold	1,467	–	–	0.02%	345
2018 Q4	$48K	Hold	1,467	–	–	0.02%	303
2018 Q3	$49K	Hold	1,467	–	–	0.02%	360
2018 Q2	$49K	Buy	+1,467	New	+$48.8K	0.02%	365

Other funds holding SPIB

CSIA

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

TAIM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Proficio Capital Partners's SPIB Position: Q3 2019 in Review

Proficio Capital Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2019, closing a stake of 1,467 shares — an estimated $51K sold.

Proficio Capital Partners first reported a position in SPIB in Q2 2018 and held it in 5 quarters. The position peaked at $51K in Q2 2019. 286 funds tracked by Wall St. Rank hold SPIB as of Q3 2019.

Proficio Capital Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 1,467 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2019, an estimated $51K.
Proficio Capital Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2018 and held it in 5 quarters.
Proficio Capital Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $51K in Q2 2019.
286 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.