Simplicity Solutions’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Simplicity Solutions’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	-7,552	Closed	-$237K	–	720
2022 Q3	$237K	Sell	7,552 -1,166	-13%	-$38K	0.03%	540
2022 Q2	$284K	Buy	8,718 +578	+7%	+$19.1K	0.04%	452
2022 Q1	$278K	Buy	+8,140	New	+$285K	0.03%	477
2021 Q4	–	Sell	-7,611	Closed	-$278K	–	600
2021 Q3	$278K	Sell	7,611 -11,384	-60%	-$419K	0.04%	467
2021 Q2	$697K	Sell	18,995 -25,061	-57%	-$915K	0.14%	162
2021 Q1	$1.6M	Sell	44,056 -516,934	-92%	-$19M	0.35%	60
2020 Q4	$20.9M	Buy	560,990 +68,766	+14%	+$2.54M	0.31%	69
2020 Q3	$18.1M	Sell	492,224 -2,741	-0.6%	-$101K	0.33%	62
2020 Q2	$18.1M	Buy	494,965 +48,740	+11%	+$1.73M	0.36%	63
2020 Q1	$15.2M	Buy	446,225 +85,641	+24%	+$3M	0.47%	43
2019 Q4	$12.7M	Buy	360,584 +65,451	+22%	+$2.31M	0.39%	52
2019 Q3	$10.4M	Buy	295,133 +4,833	+2%	+$170K	0.42%	42
2019 Q2	$10.1M	Buy	290,300 +261,465	+907%	+$8.97M	0.43%	42
2019 Q1	$985K	Sell	28,835 -15,008	-34%	-$504K	0.06%	257
2018 Q4	$1.45M	Sell	43,843 -46,542	-51%	-$1.53M	0.19%	129
2018 Q3	$3.01M	Sell	90,385 -5,723	-6%	-$191K	0.17%	76
2018 Q2	$3.2M	Buy	+96,108	New	+$3.2M	0.23%	57

Other funds holding SPIB

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Simplicity Solutions's SPIB Position: Q4 2022 in Review

Simplicity Solutions sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2022, closing a stake of 7,552 shares — an estimated $237K sold.

Simplicity Solutions first reported a position in SPIB in Q2 2018 and held it in 17 quarters. The position peaked at $20.9M in Q4 2020. 416 funds tracked by Wall St. Rank hold SPIB as of Q4 2022.

Simplicity Solutions reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Simplicity Solutions sold 7,552 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2022, an estimated $237K.
Simplicity Solutions first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2018 and held it in 17 quarters.
Simplicity Solutions's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $20.9M in Q4 2020.
416 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2022.

Based on Simplicity Solutions's 13F filing for Q4 2022, filed 2 Feb 2023.