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

TPG Financial 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
2019
Q1 		– Sell
-194,565
Closed -$6.43M – 39
2018
Q4 		$6.43M Buy
+194,565
New +$6.41M 6.98% 4

Other funds holding SPIB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

TPG Financial Advisors's SPIB Position: Q1 2019 in Review

TPG Financial Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2019, closing a stake of 194,565 shares — an estimated $6.43M sold.

TPG Financial Advisors first reported a position in SPIB in Q4 2018 and held it in 1 quarter. The position peaked at $6.43M in Q4 2018. 266 funds tracked by Wall St. Rank hold SPIB as of Q1 2019.

  • TPG Financial Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • TPG Financial Advisors sold 194,565 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2019, an estimated $6.43M.
  • TPG Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • TPG Financial Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $6.43M in Q4 2018.
  • 266 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2019.

Based on TPG Financial Advisors's 13F filing for Q1 2019, filed 3 Apr 2019.