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Schubert & Co’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Schubert & Co’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
Q4 		– Sell
-569
Closed -$18K – 1648
2022
Q3 		$18K Hold
569
– – 0.02% 113
2022
Q2 		$19K Buy
+569
New +$18.8K 0.02% 113

Other funds holding SPIB

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schubert & Co's SPIB Position: Q4 2022 in Review

Schubert & Co sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2022, closing a stake of 569 shares — an estimated $18K sold.

Schubert & Co first reported a position in SPIB in Q2 2022 and held it in 2 quarters. The position peaked at $19K in Q2 2022. 416 funds tracked by Wall St. Rank hold SPIB as of Q4 2022.

  • Schubert & Co reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Schubert & Co sold 569 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2022, an estimated $18K.
  • Schubert & Co first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
  • Schubert & Co's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $19K in Q2 2022.
  • 416 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2022.

Based on Schubert & Co's 13F filing for Q4 2022, filed 1 Feb 2023.