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

Strategic Blueprint’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 Q3	–	Sell	-6,679	Closed	-$245K	–	1184
2021 Q2	$245K	Sell	6,679 -2,403	-26%	-$87.7K	0.04%	339
2021 Q1	$329K	Sell	9,082 -31,901	-78%	-$1.17M	0.07%	227
2020 Q4	$1.52M	Buy	40,983 +7,683	+23%	+$284K	0.38%	59
2020 Q3	$1.22M	Buy	33,300 +2,897	+10%	+$107K	0.38%	62
2020 Q2	$1.11M	Buy	+30,403	New	+$1.08M	0.39%	68
2019 Q4	–	Sell	-122	Closed	-$4K	–	370
2019 Q3	$4K	Buy	+122	New	+$4.28K	﹤0.01%	367

Other funds holding SPIB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CSIA

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

LPL Financial San Diego, California $445B AUM 25.58% 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 22.96% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AIMU

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

Strategic Blueprint's SPIB Position: Q3 2021 in Review

Strategic Blueprint sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2021, closing a stake of 6,679 shares — an estimated $245K sold.

Strategic Blueprint first reported a position in SPIB in Q3 2019 and held it in 6 quarters. The position peaked at $1.52M in Q4 2020. 345 funds tracked by Wall St. Rank hold SPIB as of Q3 2021.

Strategic Blueprint reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Strategic Blueprint sold 6,679 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2021, an estimated $245K.
Strategic Blueprint first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2019 and held it in 6 quarters.
Strategic Blueprint's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.52M in Q4 2020.
345 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.