Twelve Points Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Twelve Points Wealth Management’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
2023 Q1	–	Sell	-27,680	Closed	-$881K	–	168
2022 Q4	$881K	Sell	27,680 -2,776	-9%	-$87.8K	0.6%	48
2022 Q3	$954K	Buy	30,456 +1,705	+6%	+$55.6K	0.74%	35
2022 Q2	$938K	Buy	28,751 +10,100	+54%	+$334K	0.72%	39
2022 Q1	$637K	Buy	18,651 +9,248	+98%	+$324K	0.48%	81
2021 Q4	$340K	Buy	+9,403	New	+$341K	0.28%	123

Other funds holding SPIB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TAIM

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

CSIA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Twelve Points Wealth Management's SPIB Position: Q1 2023 in Review

Twelve Points Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2023, closing a stake of 27,680 shares — an estimated $881K sold.

Twelve Points Wealth Management first reported a position in SPIB in Q4 2021 and held it in 5 quarters. The position peaked at $954K in Q3 2022. 399 funds tracked by Wall St. Rank hold SPIB as of Q1 2023.

Twelve Points Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Twelve Points Wealth Management sold 27,680 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2023, an estimated $881K.
Twelve Points Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
Twelve Points Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $954K in Q3 2022.
399 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2023.

Based on Twelve Points Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.