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

Valeo 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
2021 Q2	–	Sell	-28	Closed	-$1K	–	1635
2021 Q1	$1K	Hold	28	–	–	﹤0.01%	1936
2020 Q4	$1K	Hold	28	–	–	﹤0.01%	1615
2020 Q3	$1K	Sell	28 -109	-80%	-$4.01K	﹤0.01%	1523
2020 Q2	$5K	Buy	+137	New	+$4.87K	﹤0.01%	1547
2020 Q1	–	Sell	-143	Closed	-$5K	–	1907
2019 Q4	$5K	Buy	143 +2	+1%	+$70	﹤0.01%	1298
2019 Q3	$5K	Buy	141 +1	+0.7%	+$35	﹤0.01%	1211
2019 Q2	$5K	Buy	140 +1	+0.7%	+$34	﹤0.01%	1226
2019 Q1	$5K	Buy	139 +1	+0.7%	+$34	﹤0.01%	1196
2018 Q4	$5K	Sell	138 -133	-49%	-$4.38K	﹤0.01%	1098
2018 Q3	$9K	Buy	271 +137	+102%	+$4.56K	﹤0.01%	1007
2018 Q2	$4K	Hold	134	–	–	﹤0.01%	1205
2018 Q1	$4K	Hold	134	–	–	﹤0.01%	1210
2017 Q4	$5K	Buy	+134	New	+$4.61K	﹤0.01%	1029

Other funds holding SPIB

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

CSIA

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

BlackRock New York $6.73T AUM 46.02% 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 New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Valeo Financial Advisors's SPIB Position: Q2 2021 in Review

Valeo Financial Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2021, closing a stake of 28 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in SPIB in Q4 2017 and held it in 13 quarters. The position peaked at $9K in Q3 2018. 349 funds tracked by Wall St. Rank hold SPIB as of Q2 2021.

Valeo Financial Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 28 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2021, an estimated $1K.
Valeo Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and held it in 13 quarters.
Valeo Financial Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $9K in Q3 2018.
349 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.