TD Ameritrade Investment Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

TD Ameritrade Investment Management’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
2023 Q3	–	Sell	-5,734,575	Closed	-$184M	–	415
2023 Q2	$184M	Sell	5,734,575 -318,366	-5%	-$10.3M	1.96%	11
2023 Q1	$197M	Sell	6,052,941 -360,395	-6%	-$11.6M	2.02%	12
2022 Q4	$204M	Sell	6,413,336 -196,755	-3%	-$6.22M	2.05%	11
2022 Q3	$207M	Sell	6,610,091 -546,870	-8%	-$17.8M	2.07%	11
2022 Q2	$234M	Sell	7,156,961 -466,823	-6%	-$15.4M	2.07%	11
2022 Q1	$260M	Sell	7,623,784 -271,234	-3%	-$9.5M	1.94%	13
2021 Q4	$285M	Buy	7,895,018 +737,164	+10%	+$26.7M	1.99%	13
2021 Q3	$263M	Sell	7,157,854 -451,336	-6%	-$16.6M	2.15%	12
2021 Q2	$279M	Buy	7,609,190 +521,657	+7%	+$19M	1.98%	12
2021 Q1	$264M	Hold	7,087,533	–	–	2.01%	13
2020 Q4	$264M	Sell	7,087,533 -70,321	-1%	-$2.6M	2.01%	13
2020 Q3	$263M	Sell	7,157,854 -59,340	-0.8%	-$2.18M	2.15%	12
2020 Q2	$264M	Sell	7,217,194 -159,167	-2%	-$5.66M	2.21%	11
2020 Q1	$251M	Sell	7,376,361 -326,969	-4%	-$11.5M	2.32%	10
2019 Q4	$272M	Buy	7,703,330 +212,398	+3%	+$7.49M	2.07%	12
2019 Q3	$264M	Buy	7,490,932 +109,647	+1%	+$3.85M	2.11%	11
2019 Q2	$258M	Buy	7,381,285 +8,732	+0.1%	+$300K	2.1%	11
2019 Q1	$252M	Sell	7,372,553 -43,596	-0.6%	-$1.46M	2.12%	11
2018 Q4	$245M	Buy	7,416,149 +1,142,243	+18%	+$37.6M	2.26%	10
2018 Q3	$209M	Sell	6,273,906 -50,785	-0.8%	-$1.69M	1.71%	14
2018 Q2	$211M	Buy	6,324,691 +245,648	+4%	+$8.17M	1.8%	13
2018 Q1	$204M	Buy	6,079,043 +295,713	+5%	+$9.98M	2.22%	10
2017 Q4	$198M	Buy	5,783,330 +233,165	+4%	+$8.01M	2.26%	10
2017 Q3	$192M	Buy	5,550,165 +115,228	+2%	+$3.98M	2.37%	9
2017 Q2	$187M	Buy	+5,434,937	New	+$187M	2.5%	9

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TD Ameritrade Investment Management's SPIB Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2023, closing a stake of 5,734,575 shares — an estimated $184M sold.

TD Ameritrade Investment Management first reported a position in SPIB in Q2 2017 and held it in 25 quarters. The position peaked at $285M in Q4 2021. 408 funds tracked by Wall St. Rank hold SPIB as of Q3 2023.

TD Ameritrade Investment Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 5,734,575 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2023, an estimated $184M.
TD Ameritrade Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2017 and held it in 25 quarters.
TD Ameritrade Investment Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $285M in Q4 2021.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.