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

San Luis 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
2020
Q4 		$372K Buy
+10,000
New +$369K 0.24% 100

Other funds holding SPIB

Charles Schwab
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

San Luis Wealth Advisors's SPIB Position: Q4 2020 in Review

San Luis Wealth Advisors opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2020: 10,000 shares worth $372K. The stake represents 0.24% of the portfolio and ranks #100 among its holdings.

356 funds tracked by Wall St. Rank hold SPIB as of Q4 2020.

  • San Luis Wealth Advisors held 10,000 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $372K as of Q4 2020.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new San Luis Wealth Advisors position in Q4 2020.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.24% of San Luis Wealth Advisors's portfolio in Q4 2020, its #100 holding.
  • 356 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2020.

Based on San Luis Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.