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

WestEnd 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
2020 Q1	–	Sell	-112	Closed	-$3.96K	–	69
2019 Q4	$3.96K	Hold	112	–	–	﹤0.01%	50
2019 Q3	$3.95K	Hold	112	–	–	﹤0.01%	50
2019 Q2	$3.91K	Buy	112 +38	+51%	+$1.3K	﹤0.01%	53
2019 Q1	$2.53K	Hold	74	–	–	﹤0.01%	49
2018 Q4	$2.44K	Hold	74	–	–	﹤0.01%	53
2018 Q3	$2.46K	Hold	74	–	–	﹤0.01%	52
2018 Q2	$2.46K	Buy	+74	New	+$2.46K	﹤0.01%	47
2016 Q1	–	Sell	-84	Closed	-$2.81K	–	34
2015 Q4	$2.81K	Hold	84	–	–	﹤0.01%	34
2015 Q3	$2.85K	Buy	+84	New	+$2.85K	﹤0.01%	37

Other funds holding SPIB

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

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

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Envestnet Asset Management

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return