Straight Path Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Straight Path Wealth 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
2022 Q4	–	Sell	-100,471	Closed	-$3.15M	–	77
2022 Q3	$3.15M	Sell	100,471 -5,869	-6%	-$191K	2.83%	10
2022 Q2	$3.47M	Sell	106,340 -1,931	-2%	-$63.8K	3.4%	5
2022 Q1	$3.7M	Buy	108,271 +6,688	+7%	+$234K	3.13%	6
2021 Q4	$3.67M	Buy	+101,583	New	+$3.68M	3.2%	5

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

Jane Street New York $1.21T AUM 78.12% 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

DADC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Straight Path Wealth Management's SPIB Position: Q4 2022 in Review

Straight Path Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2022, closing a stake of 100,471 shares — an estimated $3.15M sold.

Straight Path Wealth Management first reported a position in SPIB in Q4 2021 and held it in 4 quarters. The position peaked at $3.7M in Q1 2022. 415 funds tracked by Wall St. Rank hold SPIB as of Q4 2022.

Straight Path Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Straight Path Wealth Management sold 100,471 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2022, an estimated $3.15M.
Straight Path Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Straight Path Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.7M in Q1 2022.
415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2022.

Based on Straight Path Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.