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

TCWP’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
Q2 		– Sell
-539
Closed -$18K – 1530
2022
Q1 		$18K Buy
+539
New +$18.9K ﹤0.01% 730

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $445B AUM 25.58% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCWP's SPIB Position: Q2 2022 in Review

TCWP sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2022, closing a stake of 539 shares — an estimated $18K sold.

TCWP first reported a position in SPIB in Q1 2022 and held it in 1 quarter. The position peaked at $18K in Q1 2022. 379 funds tracked by Wall St. Rank hold SPIB as of Q2 2022.

  • TCWP reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 539 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2022, an estimated $18K.
  • TCWP first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • TCWP's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $18K in Q1 2022.
  • 379 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.