TFGT
SPIB icon

TS Financial Group (TSFG)’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

TS Financial Group (TSFG)’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
2024
Q1 		– Sell
-250
Closed -$8K – 904
2023
Q4 		$8K Sell
250
-1
-0.4% -$32 ﹤0.01% 553
2023
Q3 		$8K Hold
251
– – ﹤0.01% 574
2023
Q2 		$8K Hold
251
– – ﹤0.01% 584
2023
Q1 		$8K Sell
251
-117
-32% -$3.77K ﹤0.01% 574
2022
Q4 		$12K Sell
368
-1,002
-73% -$31.7K ﹤0.01% 503
2022
Q3 		$43K Sell
1,370
-1,044
-43% -$34K 0.02% 290
2022
Q2 		$79K Sell
2,414
-1,246
-34% -$41.2K 0.03% 214
2022
Q1 		$125K Sell
3,660
-120
-3% -$4.2K 0.05% 175
2021
Q4 		$137K Sell
3,780
-516
-12% -$18.7K 0.05% 171
2021
Q3 		$157K Buy
4,296
+2,013
+88% +$74K 0.06% 160
2021
Q2 		$84K Buy
2,283
+517
+29% +$18.9K 0.03% 241
2021
Q1 		$64K Sell
1,766
-2,283
-56% -$83.8K 0.03% 234
2020
Q4 		$151K Buy
4,049
+124
+3% +$4.58K 0.08% 123
2020
Q3 		$144K Buy
3,925
+1,339
+52% +$49.3K 0.09% 113
2020
Q2 		$94K Buy
2,586
+419
+19% +$14.9K 0.06% 143
2020
Q1 		$74K Buy
2,167
+32
+1% +$1.12K 0.07% 144
2019
Q4 		$75K Sell
2,135
-907
-30% -$32K 0.06% 180
2019
Q3 		$107K Buy
3,042
+37
+1% +$1.3K 0.08% 127
2019
Q2 		$105K Buy
3,005
+42
+1% +$1.44K 0.08% 133
2019
Q1 		$101K Buy
+2,963
New +$99.5K 0.09% 130

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GIM
GE Investment Management Norwalk, Connecticut $321M AUM 45.06% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

TS Financial Group (TSFG)'s SPIB Position: Q1 2024 in Review

TS Financial Group (TSFG) sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2024, closing a stake of 250 shares — an estimated $8K sold.

TS Financial Group (TSFG) first reported a position in SPIB in Q1 2019 and held it in 20 quarters. The position peaked at $157K in Q3 2021. 484 funds tracked by Wall St. Rank hold SPIB as of Q1 2024.

  • TS Financial Group (TSFG) reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 250 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2024, an estimated $8K.
  • TS Financial Group (TSFG) first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2019 and held it in 20 quarters.
  • TS Financial Group (TSFG)'s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $157K in Q3 2021.
  • 484 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2024, filed 16 Apr 2024.