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

Copperleaf Capital’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
2021 Q4	–	Sell	-6,996	Closed	-$255K	–	59
2021 Q3	$255K	Hold	6,996	–	–	0.25%	53
2021 Q2	$257K	Sell	6,996 -357	-5%	-$13K	0.25%	54
2021 Q1	$267K	Sell	7,353 -184,982	-96%	-$6.79M	0.28%	50
2020 Q4	$7.15M	Buy	192,335 +147,204	+326%	+$5.43M	6.11%	3
2020 Q3	$1.66M	Buy	45,131 +22,756	+102%	+$838K	1.6%	22
2020 Q2	$817K	Buy	+22,375	New	+$796K	0.85%	38

Other funds holding SPIB

CSIA

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

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

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

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

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Copperleaf Capital's SPIB Position: Q4 2021 in Review

Copperleaf Capital sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2021, closing a stake of 6,996 shares — an estimated $255K sold.

Copperleaf Capital first reported a position in SPIB in Q2 2020 and held it in 6 quarters. The position peaked at $7.15M in Q4 2020. 390 funds tracked by Wall St. Rank hold SPIB as of Q4 2021.

Copperleaf Capital reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Copperleaf Capital sold 6,996 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2021, an estimated $255K.
Copperleaf Capital first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2020 and held it in 6 quarters.
Copperleaf Capital's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $7.15M in Q4 2020.
390 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2021.

Based on Copperleaf Capital's 13F filing for Q4 2021, filed 11 Feb 2022.