SWP
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Summit Wealth Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Summit Wealth Partners’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
Q4 		– Sell
-9,976
Closed -$367K – 156
2020
Q3 		$367K Buy
9,976
+85
+0.9% +$3.13K 0.11% 109
2020
Q2 		$361K Buy
+9,891
New +$352K 0.12% 102

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
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Summit Wealth Partners's SPIB Position: Q4 2020 in Review

Summit Wealth Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2020, closing a stake of 9,976 shares — an estimated $367K sold.

Summit Wealth Partners first reported a position in SPIB in Q2 2020 and held it in 2 quarters. The position peaked at $367K in Q3 2020. 356 funds tracked by Wall St. Rank hold SPIB as of Q4 2020.

  • Summit Wealth Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Summit Wealth Partners sold 9,976 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2020, an estimated $367K.
  • Summit Wealth Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2020 and held it in 2 quarters.
  • Summit Wealth Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $367K in Q3 2020.
  • 356 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2020.

Based on Summit Wealth Partners's 13F filing for Q4 2020, filed 10 Sep 2024.