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

RGT Wealth 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
2022 Q3	$8K	Hold	255	–	–	﹤0.01%	107
2022 Q2	$8K	Buy	+255	New	+$8.43K	﹤0.01%	117

Other funds holding SPIB

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

TAIM

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

CSIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RGT Wealth Advisors's SPIB Position: Q3 2022 in Review

RGT Wealth Advisors held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q3 2022 at 255 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #107.

RGT Wealth Advisors first reported a position in SPIB in Q2 2022 and has held it in 2 quarters since. 389 funds tracked by Wall St. Rank hold SPIB as of Q3 2022.

RGT Wealth Advisors held 255 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $8K as of Q3 2022.
RGT Wealth Advisors left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q3 2022.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of RGT Wealth Advisors's portfolio in Q3 2022, its #107 holding.
RGT Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2022 and has held it in 2 quarters since.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.