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

Royal Fund Management’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
2020 Q1	–	Sell	-82,317	Closed	-$2.91M	–	721
2019 Q4	$2.91M	Buy	82,317 +6,280	+8%	+$221K	0.74%	52
2019 Q3	$2.68M	Buy	76,037 +2,520	+3%	+$88.4K	0.75%	49
2019 Q2	$2.57M	Buy	73,517 +73,070	+16,347%	+$2.51M	0.76%	52
2019 Q1	$15K	Buy	+447	New	+$15K	﹤0.01%	333
2017 Q4	–	Sell	-38	Closed	-$1K	–	692
2017 Q3	$1K	Buy	+38	New	+$1.31K	﹤0.01%	437

Other funds holding SPIB

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

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 $851M AUM 5.13% 1-Year Est. Return

TAIM

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

AIMU

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

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

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Royal Fund Management's SPIB Position: Q1 2020 in Review

Royal Fund Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2020, closing a stake of 82,317 shares — an estimated $2.91M sold.

Royal Fund Management first reported a position in SPIB in Q3 2017 and held it in 5 quarters. The position peaked at $2.91M in Q4 2019. 304 funds tracked by Wall St. Rank hold SPIB as of Q1 2020.

Royal Fund Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Royal Fund Management sold 82,317 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2020, an estimated $2.91M.
Royal Fund Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2017 and held it in 5 quarters.
Royal Fund Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.91M in Q4 2019.
304 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2020.

Based on Royal Fund Management's 13F filing for Q1 2020, filed 8 May 2020.