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

Wechter Feldman 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
2021 Q2	$1.04M	Sell	28,260 -570	-2%	-$20.8K	0.73%	13
2021 Q1	$1.04M	Buy	28,830 +1,871	+7%	+$68.7K	0.77%	13
2020 Q4	$1M	Buy	26,959 +201	+0.8%	+$7.42K	0.74%	13
2020 Q3	$984K	Buy	26,758 +1,801	+7%	+$66.3K	0.77%	14
2020 Q2	$912K	Sell	24,957 -9,337	-27%	-$332K	0.83%	13
2020 Q1	$1.17M	Sell	34,294 -278	-0.8%	-$9.75K	2.85%	11
2019 Q4	$1.22M	Buy	34,572 +255	+0.7%	+$8.99K	0.81%	17
2019 Q3	$1.21M	Buy	34,317 +809	+2%	+$28.4K	0.76%	18
2019 Q2	$1.17M	Sell	33,508 -436	-1%	-$15K	0.78%	18
2019 Q1	$1.16M	Buy	33,944 +3,802	+13%	+$128K	0.76%	18
2018 Q4	$996K	Buy	30,142 +3,909	+15%	+$129K	0.96%	15
2018 Q3	$874K	Sell	26,233 -368	-1%	-$12.3K	0.53%	22
2018 Q2	$886K	Buy	+26,601	New	+$885K	0.61%	18

Other funds holding SPIB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CSIA

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

BlackRock New York $5.72T AUM 30.48% 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 $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wechter Feldman Wealth Management's SPIB Position: Q2 2021 in Review

Wechter Feldman Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2% in Q2 2021, selling an estimated $20.8K and leaving 28,260 shares worth $1.04M. The position accounts for 0.73% of the portfolio, ranked #13.

Wechter Feldman Wealth Management first reported a position in SPIB in Q2 2018 and has held it in 13 quarters since. The position peaked at $1.22M in Q4 2019. 349 funds tracked by Wall St. Rank hold SPIB as of Q2 2021.

Wechter Feldman Wealth Management held 28,260 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.04M as of Q2 2021.
Wechter Feldman Wealth Management sold 570 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2021, an estimated $20.8K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.73% of Wechter Feldman Wealth Management's portfolio in Q2 2021, its #13 holding.
Wechter Feldman Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2018 and has held it in 13 quarters since.
Wechter Feldman Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.22M in Q4 2019.
349 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2021.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.