Stone House Investment Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Stone House Investment 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
2019 Q4	–	Sell	-7,451	Closed	-$263K	–	47
2019 Q3	$263K	Sell	7,451 -10,630	-59%	-$373K	0.13%	41
2019 Q2	$632K	Sell	18,081 -6,501	-26%	-$223K	0.33%	30
2019 Q1	$840K	Sell	24,582 -5,081	-17%	-$171K	0.44%	31
2018 Q4	$980K	Buy	29,663 +621	+2%	+$20.5K	0.62%	27
2018 Q3	$967K	Buy	+29,042	New	+$967K	0.55%	30

Other funds holding SPIB

CSIA

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

TAIM

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

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

AIMU

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

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

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Stone House Investment Management's SPIB Position: Q4 2019 in Review

Stone House Investment Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2019, closing a stake of 7,451 shares — an estimated $263K sold.

Stone House Investment Management first reported a position in SPIB in Q3 2018 and held it in 5 quarters. The position peaked at $980K in Q4 2018. 310 funds tracked by Wall St. Rank hold SPIB as of Q4 2019.

Stone House Investment Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Stone House Investment Management sold 7,451 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2019, an estimated $263K.
Stone House Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2018 and held it in 5 quarters.
Stone House Investment Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $980K in Q4 2018.
310 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2019.

Based on Stone House Investment Management's 13F filing for Q4 2019, filed 7 Jan 2020.