Strategic Asset Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Strategic Asset 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 Q3	$93K	Sell	2,968 -585	-16%	-$19.1K	0.16%	95
2022 Q2	$116K	Hold	3,553	–	–	0.19%	83
2022 Q1	$121K	Hold	3,553	–	–	0.17%	90
2021 Q4	$128K	Sell	3,553 -2,007	-36%	-$72.7K	0.18%	81
2021 Q3	$203K	Buy	+5,560	New	+$204K	0.29%	57

Other funds holding SPIB

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Asset Management's SPIB Position: Q3 2022 in Review

Strategic Asset Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 16% in Q3 2022, selling an estimated $19.1K and leaving 2,968 shares worth $93K. The position accounts for 0.16% of the portfolio, ranked #95.

Strategic Asset Management first reported a position in SPIB in Q3 2021 and has held it in 5 quarters since. The position peaked at $203K in Q3 2021. 389 funds tracked by Wall St. Rank hold SPIB as of Q3 2022.

Strategic Asset Management held 2,968 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $93K as of Q3 2022.
Strategic Asset Management sold 585 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2022, an estimated $19.1K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.16% of Strategic Asset Management's portfolio in Q3 2022, its #95 holding.
Strategic Asset Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $203K in Q3 2021.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.