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

ProVise Management Group’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	-12,194	Closed	-$441K	–	410
2021 Q4	$441K	Buy	12,194 +105	+0.9%	+$3.81K	0.04%	254
2021 Q3	$441K	Buy	12,089 +295	+3%	+$10.8K	0.04%	239
2021 Q2	$433K	Buy	+11,794	New	+$431K	0.04%	240

Other funds holding SPIB

CSIA

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

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

TAIM

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

ProVise Management Group's SPIB Position: Q1 2022 in Review

ProVise Management Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2022, closing a stake of 12,194 shares — an estimated $441K sold.

ProVise Management Group first reported a position in SPIB in Q2 2021 and held it in 3 quarters. The position peaked at $441K in Q4 2021. 385 funds tracked by Wall St. Rank hold SPIB as of Q1 2022.

ProVise Management Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
ProVise Management Group sold 12,194 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2022, an estimated $441K.
ProVise Management Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2021 and held it in 3 quarters.
ProVise Management Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $441K in Q4 2021.
385 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2022.

Based on ProVise Management Group's 13F filing for Q1 2022, filed 27 Apr 2022.