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 $751B AUM 38.74% 1-Year Est. Return

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

AIMU

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

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

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

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

WestEnd Advisors's SPIB Position: Q1 2020 in Review

WestEnd Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2020, closing a stake of 112 shares — an estimated $3.96K sold.

WestEnd Advisors first reported a position in SPIB in Q3 2015 and held it in 9 quarters. The position peaked at $3.96K in Q4 2019. 303 funds tracked by Wall St. Rank hold SPIB as of Q1 2020.

WestEnd Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
WestEnd Advisors sold 112 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2020, an estimated $3.96K.
WestEnd Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2015 and held it in 9 quarters.
WestEnd Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.96K in Q4 2019.
303 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2020.

Based on WestEnd Advisors's 13F filing for Q1 2020, filed 5 May 2020.