Clear Harbor Asset Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Clear Harbor Asset 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
2020 Q4	–	Sell	-3,435	Closed	-$126K	–	667
2020 Q3	$126K	Buy	+3,435	New	+$126K	0.02%	294
2020 Q1	–	Sell	-3,685	Closed	-$130K	–	618
2019 Q4	$130K	Buy	+3,685	New	+$130K	0.02%	304
2015 Q2	–	Sell	-6,745	Closed	-$233K	–	327
2015 Q1	$233K	Hold	6,745	–	–	0.04%	249
2014 Q4	$231K	Hold	6,745	–	–	0.05%	244
2014 Q3	$230K	Sell	6,745 -390	-5%	-$13.4K	0.05%	185
2014 Q2	$246K	Hold	7,135	–	–	0.05%	177
2014 Q1	$243K	Buy	7,135 +810	+13%	+$27.5K	0.06%	176
2013 Q4	$213K	Sell	6,325 -520	-8%	-$17.6K	0.05%	161
2013 Q3	$231K	Buy	+6,845	New	+$230K	0.06%	151

Other funds holding SPIB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CSIA

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

BlackRock New York $6.73T AUM 46.02% 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 $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Clear Harbor Asset Management's SPIB Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2020, closing a stake of 3,435 shares — an estimated $126K sold.

Clear Harbor Asset Management first reported a position in SPIB in Q3 2013 and held it in 9 quarters. The position peaked at $246K in Q2 2014. 356 funds tracked by Wall St. Rank hold SPIB as of Q4 2020.

Clear Harbor Asset Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Clear Harbor Asset Management sold 3,435 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2020, an estimated $126K.
Clear Harbor Asset Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2013 and held it in 9 quarters.
Clear Harbor Asset Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $246K in Q2 2014.
356 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.