Vericrest Private Wealth’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Vericrest Private Wealth’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 Q2	$2.18M	Buy	66,685 +257	+0.4%	+$8.5K	2.67%	16
2022 Q1	$2.27M	Sell	66,428 -3,010	-4%	-$105K	2.36%	19
2021 Q4	$2.51M	Buy	+69,438	New	+$2.52M	2.33%	19

Other funds holding SPIB

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

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

TAIM

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

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

CSIA

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Vericrest Private Wealth's SPIB Position: Q2 2022 in Review

Vericrest Private Wealth increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.39% in Q2 2022, buying an estimated $8.5K and bringing the position to 66,685 shares worth $2.18M. The position accounts for 2.67% of the portfolio, ranked #16.

Vericrest Private Wealth first reported a position in SPIB in Q4 2021 and has held it in 3 quarters since. The position peaked at $2.51M in Q4 2021. 379 funds tracked by Wall St. Rank hold SPIB as of Q2 2022.

Vericrest Private Wealth held 66,685 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $2.18M as of Q2 2022.
Vericrest Private Wealth bought 257 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2022, an estimated $8.5K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 2.67% of Vericrest Private Wealth's portfolio in Q2 2022, its #16 holding.
Vericrest Private Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and has held it in 3 quarters since.
Vericrest Private Wealth's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.51M in Q4 2021.
379 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2022.

Based on Vericrest Private Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.