Venture Visionary Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Venture Visionary Partners’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 Q4	–	Sell	-18,254	Closed	-$571K	–	496
2022 Q3	$571K	Hold	18,254	–	–	0.05%	277
2022 Q2	$596K	Hold	18,254	–	–	0.05%	264
2022 Q1	$623K	Hold	18,254	–	–	0.04%	291
2021 Q4	$659K	Hold	18,254	–	–	0.04%	289
2021 Q3	$666K	Sell	18,254 -168	-0.9%	-$6.18K	0.05%	274
2021 Q2	$676K	Sell	18,422 -1,001	-5%	-$36.5K	0.05%	263
2021 Q1	$704K	Sell	19,423 -1,573	-7%	-$57.7K	0.06%	247
2020 Q4	$780K	Sell	20,996 -716	-3%	-$26.4K	0.09%	186
2020 Q3	$798K	Sell	21,712 -57	-0.3%	-$2.1K	0.19%	79
2020 Q2	$795K	Sell	21,769 -13,745	-39%	-$489K	0.23%	66
2020 Q1	$1.21M	Sell	35,514 -3,284	-8%	-$115K	0.46%	39
2019 Q4	$1.37M	Buy	+38,798	New	+$1.37M	0.42%	42

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

DADC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Venture Visionary Partners's SPIB Position: Q4 2022 in Review

Venture Visionary Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2022, closing a stake of 18,254 shares — an estimated $571K sold.

Venture Visionary Partners first reported a position in SPIB in Q4 2019 and held it in 12 quarters. The position peaked at $1.37M in Q4 2019. 415 funds tracked by Wall St. Rank hold SPIB as of Q4 2022.

Venture Visionary Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Venture Visionary Partners sold 18,254 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2022, an estimated $571K.
Venture Visionary Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
Venture Visionary Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.37M in Q4 2019.
415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2022.

Based on Venture Visionary Partners's 13F filing for Q4 2022, filed 9 Feb 2023.