Red Tortoise LLC’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Red Tortoise LLC’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 Q2	$873K	Buy	26,742 +140	+0.5%	+$4.63K	0.72%	33
2022 Q1	$908K	Buy	26,602 +75	+0.3%	+$2.63K	0.69%	37
2021 Q4	$959K	Buy	26,527 +14,672	+124%	+$532K	0.66%	38
2021 Q3	$371K	Buy	+11,855	New	+$436K	0.29%	58

Other funds holding SPIB

Charles Schwab San Francisco, California $751B AUM 38.74% 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

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

CSIA

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Red Tortoise LLC's SPIB Position: Q2 2022 in Review

Red Tortoise LLC increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.53% in Q2 2022, buying an estimated $4.63K and bringing the position to 26,742 shares worth $873K. The position accounts for 0.72% of the portfolio, ranked #33.

Red Tortoise LLC first reported a position in SPIB in Q3 2021 and has held it in 4 quarters since. The position peaked at $959K in Q4 2021. 379 funds tracked by Wall St. Rank hold SPIB as of Q2 2022.

Red Tortoise LLC held 26,742 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $873K as of Q2 2022.
Red Tortoise LLC bought 140 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2022, an estimated $4.63K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.72% of Red Tortoise LLC's portfolio in Q2 2022, its #33 holding.
Red Tortoise LLC first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2021 and has held it in 4 quarters since.
Red Tortoise LLC's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $959K in Q4 2021.
379 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2022.

Based on Red Tortoise LLC's 13F filing for Q2 2022, filed 9 Aug 2022.