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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TAIM

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

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

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

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

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

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

Strategic Wealth Management Group's SPIB Position: Q3 2020 in Review

Strategic Wealth Management Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2020, closing a stake of 8,044 shares — an estimated $294K sold.

Strategic Wealth Management Group first reported a position in SPIB in Q4 2018 and held it in 7 quarters. The position peaked at $366K in Q2 2019. 327 funds tracked by Wall St. Rank hold SPIB as of Q3 2020.

Strategic Wealth Management Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Strategic Wealth Management Group sold 8,044 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2020, an estimated $294K.
Strategic Wealth Management Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2018 and held it in 7 quarters.
Strategic Wealth Management Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $366K in Q2 2019.
327 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2020.

Based on Strategic Wealth Management Group's 13F filing for Q3 2020, filed 21 Oct 2020.