Stewardship Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Stewardship Advisors’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
2023 Q1	–	Sell	-221,579	Closed	-$7.05M	–	51
2022 Q4	$7.05M	Sell	221,579 -32,014	-13%	-$1.01M	2.84%	14
2022 Q3	$7.94M	Sell	253,593 -24,304	-9%	-$792K	3.44%	11
2022 Q2	$9.07M	Sell	277,897 -12,864	-4%	-$425K	3.81%	7
2022 Q1	$9.93M	Buy	290,761 +62,400	+27%	+$2.18M	3.66%	9
2021 Q4	$8.26M	Sell	228,361 -10,596	-4%	-$384K	2.97%	11
2021 Q3	$8.73M	Sell	238,957 -196,697	-45%	-$7.23M	3.3%	9
2021 Q2	$16M	Sell	435,654 -1,176	-0.3%	-$42.9K	5.99%	3
2021 Q1	$15.8M	Buy	+436,830	New	+$16M	6.23%	5
2020 Q1	–	Sell	-7,603	Closed	-$268K	–	47
2019 Q4	$268K	Buy	+7,603	New	+$268K	0.17%	40

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Stewardship Advisors's SPIB Position: Q1 2023 in Review

Stewardship Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2023, closing a stake of 221,579 shares — an estimated $7.05M sold.

Stewardship Advisors first reported a position in SPIB in Q4 2019 and held it in 9 quarters. The position peaked at $16M in Q2 2021. 399 funds tracked by Wall St. Rank hold SPIB as of Q1 2023.

Stewardship Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Stewardship Advisors sold 221,579 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2023, an estimated $7.05M.
Stewardship Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and held it in 9 quarters.
Stewardship Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $16M in Q2 2021.
399 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2023.

Based on Stewardship Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.