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

Windsor Capital 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
2023 Q1	–	Sell	-7,080	Closed	-$225K	–	113
2022 Q4	$225K	Sell	7,080 -139	-2%	-$4.39K	0.08%	104
2022 Q3	$226K	Sell	7,219 -12,047	-63%	-$393K	0.08%	102
2022 Q2	$628K	Sell	19,266 -229,259	-92%	-$7.58M	0.22%	71
2022 Q1	$8.49M	Buy	248,525 +3,333	+1%	+$117K	2.64%	14
2021 Q4	$8.86M	Buy	245,192 +5,466	+2%	+$198K	2.67%	13
2021 Q3	$8.75M	Buy	239,726 +15,105	+7%	+$555K	2.81%	12
2021 Q2	$8.24M	Buy	224,621 +16,450	+8%	+$600K	2.72%	13
2021 Q1	$7.55M	Buy	208,171 +25,889	+14%	+$950K	2.61%	13
2020 Q4	$6.78M	Buy	182,282 +6,589	+4%	+$243K	2.53%	13
2020 Q3	$6.46M	Buy	175,693 +12,069	+7%	+$444K	2.7%	12
2020 Q2	$5.98M	Buy	163,624 +12,694	+8%	+$452K	2.58%	12
2020 Q1	$5.13M	Buy	150,930 +157	+0.1%	+$5.5K	2.6%	12
2019 Q4	$5.32M	Buy	150,773 +11,473	+8%	+$404K	2.24%	13
2019 Q3	$4.91M	Buy	139,300 +5,719	+4%	+$201K	2.19%	13
2019 Q2	$4.67M	Buy	133,581 +3,162	+2%	+$108K	2.14%	14
2019 Q1	$4.46M	Buy	130,419 +379	+0.3%	+$12.7K	2.1%	13
2018 Q4	$4.3M	Buy	130,040 +2,243	+2%	+$73.9K	2.22%	13
2018 Q3	$4.25M	Buy	127,797 +40,725	+47%	+$1.36M	1.92%	15
2018 Q2	$2.9M	Buy	87,072 +12,046	+16%	+$401K	1.35%	21
2018 Q1	$2.52M	Buy	+75,026	New	+$2.53M	1.19%	23

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

Windsor Capital Management's SPIB Position: Q1 2023 in Review

Windsor Capital Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2023, closing a stake of 7,080 shares — an estimated $225K sold.

Windsor Capital Management first reported a position in SPIB in Q1 2018 and held it in 20 quarters. The position peaked at $8.86M in Q4 2021. 400 funds tracked by Wall St. Rank hold SPIB as of Q1 2023.

Windsor Capital Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Windsor Capital Management sold 7,080 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2023, an estimated $225K.
Windsor Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2018 and held it in 20 quarters.
Windsor Capital Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $8.86M in Q4 2021.
400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2023.

Based on Windsor Capital Management's 13F filing for Q1 2023, filed 10 Apr 2023.