Carmichael Hill & Associates’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Carmichael Hill & Associates’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 Q3	–	Sell	-349	Closed	-$11K	–	864
2022 Q2	$11K	Sell	349 -219	-39%	-$7.24K	0.01%	549
2022 Q1	$19K	Buy	568 +19	+3%	+$665	0.01%	509
2021 Q4	$20K	Hold	549	–	–	0.01%	518
2021 Q3	$20K	Hold	549	–	–	0.01%	517
2021 Q2	$20K	Hold	549	–	–	0.01%	519
2021 Q1	$20K	Hold	549	–	–	0.01%	498
2020 Q4	$20K	Buy	549 +125	+29%	+$4.61K	0.01%	474
2020 Q3	$16K	Hold	424	–	–	0.01%	462
2020 Q2	$15K	Hold	424	–	–	0.01%	450
2020 Q1	$14K	Hold	424	–	–	0.01%	416
2019 Q4	$15K	Buy	+424	New	+$14.9K	0.01%	432

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

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

Carmichael Hill & Associates's SPIB Position: Q3 2022 in Review

Carmichael Hill & Associates sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2022, closing a stake of 349 shares — an estimated $11K sold.

Carmichael Hill & Associates first reported a position in SPIB in Q4 2019 and held it in 11 quarters. The position peaked at $20K in Q4 2021. 388 funds tracked by Wall St. Rank hold SPIB as of Q3 2022.

Carmichael Hill & Associates reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Carmichael Hill & Associates sold 349 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2022, an estimated $11K.
Carmichael Hill & Associates first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and held it in 11 quarters.
Carmichael Hill & Associates's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $20K in Q4 2021.
388 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2022.

Based on Carmichael Hill & Associates's 13F filing for Q3 2022, filed 10 Nov 2022.