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TRUADVICE’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

TRUADVICE’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
2021
Q2 		– Sell
-7,972
Closed -$290K – 324
2021
Q1 		$290K Sell
7,972
-2,084
-21% -$76.5K 0.09% 205
2020
Q4 		$372K Sell
10,056
-54,391
-84% -$2.01M 0.11% 172
2020
Q3 		$2.37M Buy
+64,447
New +$2.37M 0.97% 25

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
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TRUADVICE's SPIB Position: Q2 2021 in Review

TRUADVICE sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2021, closing a stake of 7,972 shares — an estimated $290K sold.

TRUADVICE first reported a position in SPIB in Q3 2020 and held it in 3 quarters. The position peaked at $2.37M in Q3 2020. 349 funds tracked by Wall St. Rank hold SPIB as of Q2 2021.

  • TRUADVICE reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • TRUADVICE sold 7,972 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2021, an estimated $290K.
  • TRUADVICE first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2020 and held it in 3 quarters.
  • TRUADVICE's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.37M in Q3 2020.
  • 349 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2021.

Based on TRUADVICE's 13F filing for Q2 2021, filed 28 Jul 2021.