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

Bell Rock Capital’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 Q2	–	Sell	-6,685	Closed	-$225K	–	105
2022 Q1	$225K	Buy	6,685 +75	+1%	+$2.63K	0.21%	100
2021 Q4	$238K	Buy	+6,610	New	+$240K	0.17%	104
2020 Q3	$362K	Sell	9,848 -679	-6%	-$25K	0.44%	48
2020 Q2	$385K	Sell	10,527 -1,687	-14%	-$60K	0.5%	39
2020 Q1	$415K	Sell	12,214 -1,298	-10%	-$45.5K	0.64%	37
2019 Q4	$479K	Sell	13,512 -3,219	-19%	-$113K	0.41%	51
2019 Q3	$593K	Buy	16,731 +4,560	+37%	+$160K	0.53%	42
2019 Q2	$430K	Buy	12,171 +3,742	+44%	+$128K	0.38%	53
2019 Q1	$290K	Buy	8,429 +2,327	+38%	+$78.2K	0.17%	103
2018 Q4	$203K	Sell	6,102 -362	-6%	-$11.9K	0.14%	107
2018 Q3	$214K	Buy	6,464 +1,311	+25%	+$43.7K	0.11%	125
2018 Q2	$171K	Buy	5,153 +2,831	+122%	+$94.2K	0.09%	146
2018 Q1	$77K	Buy	2,322 +848	+58%	+$28.6K	0.04%	218
2017 Q4	$51K	Buy	+1,474	New	+$50.7K	0.03%	245

Other funds holding SPIB

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

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

TAIM

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

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

CSIA

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bell Rock Capital's SPIB Position: Q2 2022 in Review

Bell Rock Capital sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2022, closing a stake of 6,685 shares — an estimated $225K sold.

Bell Rock Capital first reported a position in SPIB in Q4 2017 and held it in 14 quarters. The position peaked at $593K in Q3 2019. 379 funds tracked by Wall St. Rank hold SPIB as of Q2 2022.

Bell Rock Capital reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Bell Rock Capital sold 6,685 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2022, an estimated $225K.
Bell Rock Capital first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and held it in 14 quarters.
Bell Rock Capital's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $593K in Q3 2019.
379 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2022.

Based on Bell Rock Capital's 13F filing for Q2 2022, filed 19 Jul 2022.