Carroll Financial Associates’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Carroll Financial 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
2020 Q4	–	Sell	-23	Closed	–	–	1653
2020 Q3	$0	Hold	23	–	–	﹤0.01%	1659
2020 Q2	$0	Hold	23	–	–	﹤0.01%	1676
2020 Q1	$0	Sell	23 -408	-95%	-$14.3K	﹤0.01%	1653
2019 Q4	$15K	Buy	431 +408	+1,774%	+$14.4K	﹤0.01%	954
2019 Q3	$0	Hold	23	–	–	﹤0.01%	1696
2019 Q2	$0	Hold	23	–	–	﹤0.01%	1707
2019 Q1	$0	Buy	+23	New	+$773	﹤0.01%	1494

Other funds holding SPIB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CSIA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

TAIM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Carroll Financial Associates's SPIB Position: Q4 2020 in Review

Carroll Financial Associates sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2020, closing a stake of 23 shares.

Carroll Financial Associates first reported a position in SPIB in Q1 2019 and held it in 7 quarters. The position peaked at $15K in Q4 2019. 356 funds tracked by Wall St. Rank hold SPIB as of Q4 2020.

Carroll Financial Associates reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Carroll Financial Associates sold 23 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2020.
Carroll Financial Associates first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2019 and held it in 7 quarters.
Carroll Financial Associates's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $15K in Q4 2019.
356 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2020.

Based on Carroll Financial Associates's 13F filing for Q4 2020, filed 8 Jan 2021.