SJS Investment Consulting’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

SJS Investment Consulting’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 Q1	$8K	Sell	220 -300	-58%	-$10.5K	﹤0.01%	413
2021 Q4	$19K	Buy	+520	New	+$18.8K	0.01%	284

Other funds holding SPIB

CSIA

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

SJS Investment Consulting's SPIB Position: Q1 2022 in Review

SJS Investment Consulting reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 58% in Q1 2022, selling an estimated $10.5K and leaving 220 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

SJS Investment Consulting first reported a position in SPIB in Q4 2021 and has held it in 2 quarters since. The position peaked at $19K in Q4 2021. 385 funds tracked by Wall St. Rank hold SPIB as of Q1 2022.

SJS Investment Consulting held 220 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $8K as of Q1 2022.
SJS Investment Consulting sold 300 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2022, an estimated $10.5K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of SJS Investment Consulting's portfolio in Q1 2022, its #413 holding.
SJS Investment Consulting first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and has held it in 2 quarters since.
SJS Investment Consulting's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $19K in Q4 2021.
385 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2022.

Based on SJS Investment Consulting's 13F filing for Q1 2022, filed 5 May 2022.