Andrew C. Karlinski’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Andrew C. Karlinski’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	-15,908	Closed	-$498K	–	199
2022 Q3	$498K	Sell	15,908 -12,628	-44%	-$412K	0.76%	33
2022 Q2	$931K	Buy	28,536 +14,629	+105%	+$484K	1.37%	23
2022 Q1	$475K	Sell	13,907 -292	-2%	-$10.2K	0.86%	30
2021 Q4	$513K	Buy	+14,199	New	+$515K	0.94%	28

Other funds holding SPIB

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Andrew C. Karlinski's SPIB Position: Q4 2022 in Review

Andrew C. Karlinski sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2022, closing a stake of 15,908 shares — an estimated $498K sold.

Andrew C. Karlinski first reported a position in SPIB in Q4 2021 and held it in 4 quarters. The position peaked at $931K in Q2 2022. 416 funds tracked by Wall St. Rank hold SPIB as of Q4 2022.

Andrew C. Karlinski reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Andrew C. Karlinski sold 15,908 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2022, an estimated $498K.
Andrew C. Karlinski first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Andrew C. Karlinski's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $931K in Q2 2022.
416 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.