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Reilly Financial Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Reilly Financial Advisors’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
2021
Q4 		$405K Buy
11,194
+456
+4% +$16.5K 0.03% 162
2021
Q3 		$392K Sell
10,738
-417
-4% -$15.3K 0.03% 151
2021
Q2 		$409K Buy
11,155
+454
+4% +$16.6K 0.03% 157
2021
Q1 		$388K Buy
10,701
+1,113
+12% +$40.8K 0.03% 151
2020
Q4 		$356K Hold
9,588
– – 0.03% 149
2020
Q3 		$352K Sell
9,588
-2,180
-19% -$80.3K 0.04% 142
2020
Q2 		$430K Sell
11,768
-968
-8% -$34.4K 0.05% 134
2020
Q1 		$433K Sell
12,736
-262
-2% -$9.19K 0.06% 134
2019
Q4 		$459K Buy
12,998
+1,761
+16% +$62.1K 0.05% 142
2019
Q3 		$396K Buy
11,237
+948
+9% +$33.3K 0.05% 151
2019
Q2 		$359K Buy
10,289
+1,682
+20% +$57.7K 0.05% 148
2019
Q1 		$294K Sell
8,607
-1,392
-14% -$46.8K 0.04% 145
2018
Q4 		$330K Sell
9,999
-353
-3% -$11.6K 0.05% 139
2018
Q3 		$345K Sell
10,352
-2,358
-19% -$78.6K 0.05% 140
2018
Q2 		$423K Sell
12,710
-523
-4% -$17.4K 0.06% 134
2018
Q1 		$444K Buy
13,233
+2,995
+29% +$101K 0.06% 125
2017
Q4 		$350K Buy
10,238
+10,210
+36,464% +$351K 0.05% 131
2017
Q3 		$1K Hold
28
– – ﹤0.01% 971
2017
Q2 		$1K Hold
28
– – ﹤0.01% 919
2017
Q1 		$1K Hold
28
– – ﹤0.01% 893
2016
Q4 		$1K Hold
28
– – ﹤0.01% 809
2016
Q3 		$1K Buy
+28
New +$976 ﹤0.01% 806

Other funds holding SPIB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Reilly Financial Advisors's SPIB Position: Q4 2021 in Review

Reilly Financial Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4.2% in Q4 2021, buying an estimated $16.5K and bringing the position to 11,194 shares worth $405K. The position accounts for 0.03% of the portfolio, ranked #162.

Reilly Financial Advisors first reported a position in SPIB in Q3 2016 and has held it in 22 quarters since. The position peaked at $459K in Q4 2019. 390 funds tracked by Wall St. Rank hold SPIB as of Q4 2021.

  • Reilly Financial Advisors held 11,194 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $405K as of Q4 2021.
  • Reilly Financial Advisors bought 456 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2021, an estimated $16.5K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.03% of Reilly Financial Advisors's portfolio in Q4 2021, its #162 holding.
  • Reilly Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2016 and has held it in 22 quarters since.
  • Reilly Financial Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $459K in Q4 2019.
  • 390 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.