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

Western Pacific 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
2022 Q4	–	Sell	-149	Closed	-$4K	–	296
2022 Q3	$4K	Buy	+149	New	+$4.86K	﹤0.01%	210

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AWA

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

TAIM

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

CSIA

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Western Pacific Wealth Management's SPIB Position: Q4 2022 in Review

Western Pacific Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2022, closing a stake of 149 shares — an estimated $4K sold.

Western Pacific Wealth Management first reported a position in SPIB in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 416 funds tracked by Wall St. Rank hold SPIB as of Q4 2022.

Western Pacific Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Western Pacific Wealth Management sold 149 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2022, an estimated $4K.
Western Pacific Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
Western Pacific Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4K in Q3 2022.
416 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2022.

Based on Western Pacific Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.