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

SeaCrest Wealth 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	-527	Closed	-$17K	–	1388
2022 Q2	$17K	Buy	+527	New	+$17.4K	﹤0.01%	1551
2020 Q1	–	Sell	-17,688	Closed	-$625K	–	576
2019 Q4	$625K	Buy	17,688 +679	+4%	+$23.9K	0.1%	229
2019 Q3	$600K	Buy	+17,009	New	+$597K	0.11%	221
2019 Q2	–	Sell	-337	Closed	-$12K	–	1655
2019 Q1	$12K	Sell	337 -3,313	-91%	-$111K	﹤0.01%	1480
2018 Q4	$121K	Buy	3,650 +337	+10%	+$11.1K	0.02%	589
2018 Q3	$110K	Hold	3,313	–	–	0.02%	715
2018 Q2	$110K	Hold	3,313	–	–	0.02%	692
2018 Q1	$111K	Hold	3,313	–	–	0.02%	673
2017 Q4	$113K	Buy	+3,313	New	+$114K	0.02%	674

Other funds holding SPIB

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

CSIA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

SeaCrest Wealth Management's SPIB Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2022, closing a stake of 527 shares — an estimated $17K sold.

SeaCrest Wealth Management first reported a position in SPIB in Q4 2017 and held it in 9 quarters. The position peaked at $625K in Q4 2019. 388 funds tracked by Wall St. Rank hold SPIB as of Q3 2022.

SeaCrest Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 527 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2022, an estimated $17K.
SeaCrest Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and held it in 9 quarters.
SeaCrest Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $625K in Q4 2019.
388 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.