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

Sadoff Investment 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
2022 Q3	–	Sell	-6,303	Closed	-$206K	–	92
2022 Q2	$206K	Hold	6,303	–	–	0.02%	92
2022 Q1	$215K	Hold	6,303	–	–	0.01%	95
2021 Q4	$228K	Hold	6,303	–	–	0.01%	95
2021 Q3	$230K	Buy	6,303 +501	+9%	+$18.4K	0.02%	87
2021 Q2	$213K	Hold	5,802	–	–	0.01%	89
2021 Q1	$210K	Buy	+5,802	New	+$213K	0.01%	93
2020 Q4	–	Sell	-5,802	Closed	-$213K	–	95
2020 Q3	$213K	Hold	5,802	–	–	0.02%	93
2020 Q2	$212K	Buy	+5,802	New	+$206K	0.02%	87
2020 Q1	–	Sell	-5,802	Closed	-$205K	–	96
2019 Q4	$205K	Buy	+5,802	New	+$205K	0.02%	97

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

Sadoff Investment Management's SPIB Position: Q3 2022 in Review

Sadoff Investment Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2022, closing a stake of 6,303 shares — an estimated $206K sold.

Sadoff Investment Management first reported a position in SPIB in Q4 2019 and held it in 9 quarters. The position peaked at $230K in Q3 2021. 389 funds tracked by Wall St. Rank hold SPIB as of Q3 2022.

Sadoff Investment Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Sadoff Investment Management sold 6,303 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2022, an estimated $206K.
Sadoff Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and held it in 9 quarters.
Sadoff Investment Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $230K in Q3 2021.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2022.

Based on Sadoff Investment Management's 13F filing for Q3 2022, filed 31 Oct 2022.