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

Westover Capital 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
2023 Q1	–	Sell	-42,107	Closed	-$1.34M	–	163
2022 Q4	$1.34M	Sell	42,107 -34,696	-45%	-$1.1M	0.53%	55
2022 Q3	$2.4M	Sell	76,803 -41,898	-35%	-$1.37M	0.92%	34
2022 Q2	$3.87M	Sell	118,701 -28,884	-20%	-$955K	1.43%	21
2022 Q1	$5.04M	Sell	147,585 -8,127	-5%	-$285K	1.57%	15
2021 Q4	$5.63M	Sell	155,712 -6,495	-4%	-$235K	1.64%	17
2021 Q3	$5.92M	Buy	162,207 +1,047	+0.6%	+$38.5K	1.85%	14
2021 Q2	$5.92M	Sell	161,160 -6,347	-4%	-$232K	1.9%	14
2021 Q1	$6.07M	Sell	167,507 -67,069	-29%	-$2.46M	2.09%	12
2020 Q4	$8.72M	Buy	234,576 +23,540	+11%	+$869K	3.14%	4
2020 Q3	$7.76M	Buy	211,036 +7,542	+4%	+$278K	3.18%	4
2020 Q2	$7.43M	Buy	203,494 +6,034	+3%	+$215K	3.49%	4
2020 Q1	$6.72M	Buy	197,460 +110	+0.1%	+$3.86K	3.64%	3
2019 Q4	$6.97M	Buy	197,350 +26,970	+16%	+$951K	3.12%	3
2019 Q3	$6.01M	Buy	170,380 +17,786	+12%	+$624K	2.84%	7
2019 Q2	$5.33M	Sell	152,594 -312	-0.2%	-$10.7K	2.63%	8
2019 Q1	$5.22M	Buy	152,906 +4,663	+3%	+$157K	2.71%	6
2018 Q4	$4.9M	Buy	148,243 +11,742	+9%	+$387K	3.07%	3
2018 Q3	$4.54M	Buy	136,501 +8,533	+7%	+$284K	2.3%	8
2018 Q2	$4.26M	Buy	127,968 +5,252	+4%	+$175K	2.3%	8
2018 Q1	$4.12M	Buy	122,716 +19,117	+18%	+$645K	2.24%	7
2017 Q4	$3.54M	Buy	+103,599	New	+$3.56M	1.95%	10

Other funds holding SPIB

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

AIMU

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

Westover Capital Advisors's SPIB Position: Q1 2023 in Review

Westover Capital Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2023, closing a stake of 42,107 shares — an estimated $1.34M sold.

Westover Capital Advisors first reported a position in SPIB in Q4 2017 and held it in 21 quarters. The position peaked at $8.72M in Q4 2020. 400 funds tracked by Wall St. Rank hold SPIB as of Q1 2023.

Westover Capital Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Westover Capital Advisors sold 42,107 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2023, an estimated $1.34M.
Westover Capital Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and held it in 21 quarters.
Westover Capital Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $8.72M in Q4 2020.
400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2023.

Based on Westover Capital Advisors's 13F filing for Q1 2023, filed 22 May 2023.