SWMG
SPIB icon

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

Strategic Wealth Management Group’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
2020
Q3 		– Sell
-8,044
Closed -$294K – 127
2020
Q2 		$294K Hold
8,044
– – 0.17% 70
2020
Q1 		$274K Hold
8,044
– – 0.2% 59
2019
Q4 		$284K Hold
8,044
– – 0.18% 70
2019
Q3 		$284K Sell
8,044
-2,439
-23% -$85.6K 0.2% 63
2019
Q2 		$366K Buy
10,483
+4,208
+67% +$144K 0.28% 52
2019
Q1 		$214K Sell
6,275
-622
-9% -$20.9K 0.18% 74
2018
Q4 		$228K Buy
+6,897
New +$227K 0.22% 68

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return