Ten Capital Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Ten Capital Wealth Advisors’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 Q2	–	Sell	-17	Closed	-$552	–	476
2023 Q1	$552	Hold	17	–	–	﹤0.01%	502
2022 Q4	$541	Hold	17	–	–	﹤0.01%	530
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	532
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	438
2022 Q1	$1K	Buy	+17	New	+$595	﹤0.01%	459
2021 Q4	–	Sell	-8	Closed	–	–	513
2021 Q3	$0	Buy	+8	New	+$294	﹤0.01%	498

Other funds holding SPIB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Ten Capital Wealth Advisors's SPIB Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2023, closing a stake of 17 shares — an estimated $552 sold.

Ten Capital Wealth Advisors first reported a position in SPIB in Q3 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 410 funds tracked by Wall St. Rank hold SPIB as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 17 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2023, an estimated $552.
Ten Capital Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2021 and held it in 6 quarters.
Ten Capital Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1K in Q3 2022.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.