CPWM LLC’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

CPWM LLC’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	-6,247	Closed	-$204K	–	378
2022 Q2	$204K	Buy	6,247 +43	+0.7%	+$1.42K	0.02%	355
2022 Q1	$212K	Hold	6,204	–	–	0.02%	324
2021 Q4	$227K	Hold	6,204	–	–	0.02%	325
2021 Q3	$227K	Hold	6,204	–	–	0.02%	272
2021 Q2	$228K	Hold	6,204	–	–	0.02%	278
2021 Q1	$225K	Hold	6,204	–	–	0.02%	303
2020 Q4	$231K	Hold	6,204	–	–	0.02%	281
2020 Q3	$228K	Sell	6,204 -4,550	-42%	-$167K	0.02%	250
2020 Q2	$393K	Sell	10,754 -62	-0.6%	-$2.21K	0.04%	199
2020 Q1	$368K	Sell	10,816 -14	-0.1%	-$491	0.05%	172
2019 Q4	$382K	Buy	10,830 +91	+0.8%	+$3.21K	0.05%	199
2019 Q3	$379K	Buy	+10,739	New	+$377K	0.05%	200

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 22.96% 1-Year Est. Return

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

CPWM LLC's SPIB Position: Q3 2022 in Review

CPWM LLC sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2022, closing a stake of 6,247 shares — an estimated $204K sold.

CPWM LLC first reported a position in SPIB in Q3 2019 and held it in 12 quarters. The position peaked at $393K in Q2 2020. 388 funds tracked by Wall St. Rank hold SPIB as of Q3 2022.

CPWM LLC reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
CPWM LLC sold 6,247 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2022, an estimated $204K.
CPWM LLC first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2019 and held it in 12 quarters.
CPWM LLC's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $393K in Q2 2020.
388 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2022.

Based on CPWM LLC's 13F filing for Q3 2022, filed 14 Nov 2022.