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

Tranquilli Financial Advisor’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	-12,702	Closed	-$434K	–	75
2022 Q1	$434K	Sell	12,702 -15,697	-55%	-$550K	0.31%	50
2021 Q4	$1.03M	Buy	+28,399	New	+$1.03M	0.72%	37

Other funds holding SPIB

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

CSIA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tranquilli Financial Advisor's SPIB Position: Q2 2022 in Review

Tranquilli Financial Advisor sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2022, closing a stake of 12,702 shares — an estimated $434K sold.

Tranquilli Financial Advisor first reported a position in SPIB in Q4 2021 and held it in 2 quarters. The position peaked at $1.03M in Q4 2021. 380 funds tracked by Wall St. Rank hold SPIB as of Q2 2022.

Tranquilli Financial Advisor reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Tranquilli Financial Advisor sold 12,702 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2022, an estimated $434K.
Tranquilli Financial Advisor first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
Tranquilli Financial Advisor's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.03M in Q4 2021.
380 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2022.

Based on Tranquilli Financial Advisor's 13F filing for Q2 2022, filed 15 Aug 2022.