Zullo Investment Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Zullo Investment Group’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	-355	Closed	-$11.3K	–	624
2022 Q4	$11.3K	Hold	355	–	–	0.01%	481
2022 Q3	$11K	Hold	355	–	–	0.01%	476
2022 Q2	$12K	Buy	355 +9	+3%	+$298	0.01%	468
2022 Q1	$12K	Buy	346 +28	+9%	+$980	0.01%	505
2021 Q4	$11K	Buy	+318	New	+$11.5K	0.01%	520

Other funds holding SPIB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.89T AUM 35.08% 1-Year Est. Return

AIMU

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

Zullo Investment Group's SPIB Position: Q1 2023 in Review

Zullo Investment Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2023, closing a stake of 355 shares — an estimated $11.3K sold.

Zullo Investment Group first reported a position in SPIB in Q4 2021 and held it in 5 quarters. The position peaked at $12K in Q2 2022. 399 funds tracked by Wall St. Rank hold SPIB as of Q1 2023.

Zullo Investment Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 355 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2023, an estimated $11.3K.
Zullo Investment Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $12K in Q2 2022.
399 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.