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

Capital Advisors Ltd’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	-357	Closed	-$11K	–	1607
2022 Q3	$11K	Buy	+357	New	+$11.6K	﹤0.01%	530
2018 Q4	–	Sell	-2,900	Closed	-$97K	–	484
2018 Q3	$97K	Hold	2,900	–	–	0.03%	227
2018 Q2	$97K	Hold	2,900	–	–	0.03%	184
2018 Q1	$97K	Sell	2,900 -6,362	-69%	-$215K	0.03%	179
2017 Q4	$317K	Hold	9,262	–	–	0.1%	96
2017 Q3	$320K	Hold	9,262	–	–	0.11%	95
2017 Q2	$319K	Hold	9,262	–	–	0.12%	96
2017 Q1	$316K	Hold	9,262	–	–	0.12%	95
2016 Q4	$314K	Hold	9,262	–	–	0.13%	92
2016 Q3	$323K	Hold	9,262	–	–	0.14%	84
2016 Q2	$323K	Buy	9,262 +2,900	+46%	+$99.9K	0.15%	82
2016 Q1	$218K	Hold	6,362	–	–	0.11%	90
2015 Q4	$213K	Sell	6,362 -747	-11%	-$25.3K	0.11%	93
2015 Q3	$241K	Hold	7,109	–	–	0.13%	89
2015 Q2	$241K	Hold	7,109	–	–	0.12%	88
2015 Q1	$246K	Hold	7,109	–	–	0.13%	83
2014 Q4	$243K	Hold	7,109	–	–	0.13%	80
2014 Q3	$242K	Hold	7,109	–	–	0.14%	82
2014 Q2	$245K	Hold	7,109	–	–	0.14%	81
2014 Q1	$242K	Sell	7,109 -5,881	-45%	-$200K	0.14%	78
2013 Q4	$436K	Buy	+12,990	New	+$439K	0.29%	52

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $18.1B AUM 24.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Capital Advisors Ltd's SPIB Position: Q4 2022 in Review

Capital Advisors Ltd sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2022, closing a stake of 357 shares — an estimated $11K sold.

Capital Advisors Ltd first reported a position in SPIB in Q4 2013 and held it in 21 quarters. The position peaked at $436K in Q4 2013. 415 funds tracked by Wall St. Rank hold SPIB as of Q4 2022.

Capital Advisors Ltd reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Capital Advisors Ltd sold 357 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2022, an estimated $11K.
Capital Advisors Ltd first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2013 and held it in 21 quarters.
Capital Advisors Ltd's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $436K in Q4 2013.
415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2022.

Based on Capital Advisors Ltd's 13F filing for Q4 2022, filed 7 Feb 2023.