CCP
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Carmel Capital Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Carmel Capital Partners’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
2024
Q1 		– Sell
-18,586
Closed -$610K – 168
2023
Q4 		$610K Buy
+18,586
New +$591K 0.31% 67

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Envestnet Asset Management
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Creative Planning
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DADC
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Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
CCWA
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Carmel Capital Partners's SPIB Position: Q1 2024 in Review

Carmel Capital Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2024, closing a stake of 18,586 shares — an estimated $610K sold.

Carmel Capital Partners first reported a position in SPIB in Q4 2023 and held it in 1 quarter. The position peaked at $610K in Q4 2023. 484 funds tracked by Wall St. Rank hold SPIB as of Q1 2024.

  • Carmel Capital Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Carmel Capital Partners sold 18,586 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2024, an estimated $610K.
  • Carmel Capital Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Carmel Capital Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $610K in Q4 2023.
  • 484 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2024.

Based on Carmel Capital Partners's 13F filing for Q1 2024, filed 25 Apr 2024.