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

Canal 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
2019 Q4	–	Sell	-105,739	Closed	-$3.73M	–	126
2019 Q3	$3.73M	Buy	105,739 +27,261	+35%	+$956K	2.24%	7
2019 Q2	$2.74M	Buy	78,478 +16,788	+27%	+$576K	1.66%	14
2019 Q1	$2.11M	Buy	61,690 +35,655	+137%	+$1.2M	1.34%	27
2018 Q4	$860K	Buy	+26,035	New	+$858K	0.58%	62
2018 Q3	–	Sell	-19,904	Closed	-$663K	–	124
2018 Q2	$663K	Buy	+19,904	New	+$662K	0.37%	75

Other funds holding SPIB

CSIA

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

TAIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AIMU

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

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

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Canal Capital Management's SPIB Position: Q4 2019 in Review

Canal Capital Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2019, closing a stake of 105,739 shares — an estimated $3.73M sold.

Canal Capital Management first reported a position in SPIB in Q2 2018 and held it in 5 quarters. The position peaked at $3.73M in Q3 2019. 310 funds tracked by Wall St. Rank hold SPIB as of Q4 2019.

Canal Capital Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Canal Capital Management sold 105,739 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2019, an estimated $3.73M.
Canal Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2018 and held it in 5 quarters.
Canal Capital Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.73M in Q3 2019.
310 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2019.

Based on Canal Capital Management's 13F filing for Q4 2019, filed 21 Jan 2020.