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WealthOne’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

WealthOne’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
2019
Q3 		– Sell
-20,092
Closed -$702K – 97
2019
Q2 		$702K Buy
+20,092
New +$689K 0.5% 32
2019
Q1 		– Sell
-15,643
Closed -$517K – 473
2018
Q4 		$517K Buy
+15,643
New +$515K 0.45% 36

Other funds holding SPIB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

WealthOne's SPIB Position: Q3 2019 in Review

WealthOne sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2019, closing a stake of 20,092 shares — an estimated $702K sold.

WealthOne first reported a position in SPIB in Q4 2018 and held it in 2 quarters. The position peaked at $702K in Q2 2019. 286 funds tracked by Wall St. Rank hold SPIB as of Q3 2019.

  • WealthOne reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • WealthOne sold 20,092 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2019, an estimated $702K.
  • WealthOne first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
  • WealthOne's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $702K in Q2 2019.
  • 286 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2019.

Based on WealthOne's 13F filing for Q3 2019, filed 14 Nov 2019.