Sargent Bickham Lagudis’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Sargent Bickham Lagudis’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 Q2	–	Sell	-184	Closed	-$6K	–	1125
2022 Q1	$6K	Sell	184 -1,150	-86%	-$40.3K	﹤0.01%	776
2021 Q4	$48K	Buy	1,334 +131	+11%	+$4.75K	﹤0.01%	463
2021 Q3	$44K	Buy	1,203 +1,019	+554%	+$37.5K	﹤0.01%	470
2021 Q2	$7K	Buy	+184	New	+$6.72K	﹤0.01%	768
2020 Q1	–	Sell	-12	Closed	–	–	906
2019 Q4	$0	Buy	+12	New	+$423	﹤0.01%	879
2019 Q3	–	Sell	-22	Closed	-$1K	–	777
2019 Q2	$1K	Buy	+22	New	+$755	﹤0.01%	739

Other funds holding SPIB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

TAIM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CSIA

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sargent Bickham Lagudis's SPIB Position: Q2 2022 in Review

Sargent Bickham Lagudis sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2022, closing a stake of 184 shares — an estimated $6K sold.

Sargent Bickham Lagudis first reported a position in SPIB in Q2 2019 and held it in 6 quarters. The position peaked at $48K in Q4 2021. 379 funds tracked by Wall St. Rank hold SPIB as of Q2 2022.

Sargent Bickham Lagudis reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 184 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2022, an estimated $6K.
Sargent Bickham Lagudis first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2019 and held it in 6 quarters.
Sargent Bickham Lagudis's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $48K in Q4 2021.
379 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2022, filed 13 Jul 2022.