Spectrum Planning & Advisory Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Spectrum Planning & Advisory Services’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
2021 Q1	–	Sell	-103,139	Closed	-$3.83M	–	51
2020 Q4	$3.83M	Buy	+103,139	New	+$3.81M	4.12%	9

Other funds holding SPIB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CSIA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

TAIM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Spectrum Planning & Advisory Services's SPIB Position: Q1 2021 in Review

Spectrum Planning & Advisory Services sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2021, closing a stake of 103,139 shares — an estimated $3.83M sold.

Spectrum Planning & Advisory Services first reported a position in SPIB in Q4 2020 and held it in 1 quarter. The position peaked at $3.83M in Q4 2020. 349 funds tracked by Wall St. Rank hold SPIB as of Q1 2021.

Spectrum Planning & Advisory Services reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Spectrum Planning & Advisory Services sold 103,139 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2021, an estimated $3.83M.
Spectrum Planning & Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
Spectrum Planning & Advisory Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.83M in Q4 2020.
349 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2021.

Based on Spectrum Planning & Advisory Services's 13F filing for Q1 2021, filed 27 Apr 2021.