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Toth Financial Advisory’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Toth Financial Advisory’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
-91
Closed -$3K – 597
2020
Q2 		$3K Buy
+91
New +$3.24K ﹤0.01% 452

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Toth Financial Advisory's SPIB Position: Q3 2020 in Review

Toth Financial Advisory sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2020, closing a stake of 91 shares — an estimated $3K sold.

Toth Financial Advisory first reported a position in SPIB in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 327 funds tracked by Wall St. Rank hold SPIB as of Q3 2020.

  • Toth Financial Advisory reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Toth Financial Advisory sold 91 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2020, an estimated $3K.
  • Toth Financial Advisory first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2020 and held it in 1 quarter.
  • Toth Financial Advisory's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3K in Q2 2020.
  • 327 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2020.

Based on Toth Financial Advisory's 13F filing for Q3 2020, filed 16 Oct 2020.