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Dynamic Technology Lab’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Dynamic Technology Lab’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
-7,892
Closed -$258K – 1500
2022
Q2 		$258K Buy
+7,892
New +$261K 0.03% 825
2020
Q2 		– Sell
-8,354
Closed -$284K – 1316
2020
Q1 		$284K Buy
+8,354
New +$293K 0.06% 614

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dynamic Technology Lab's SPIB Position: Q3 2022 in Review

Dynamic Technology Lab sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2022, closing a stake of 7,892 shares — an estimated $258K sold.

Dynamic Technology Lab first reported a position in SPIB in Q1 2020 and held it in 2 quarters. The position peaked at $284K in Q1 2020. 389 funds tracked by Wall St. Rank hold SPIB as of Q3 2022.

  • Dynamic Technology Lab reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Dynamic Technology Lab sold 7,892 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2022, an estimated $258K.
  • Dynamic Technology Lab first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
  • Dynamic Technology Lab's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $284K in Q1 2020.
  • 389 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2022.

Based on Dynamic Technology Lab's 13F filing for Q3 2022, filed 14 Nov 2022.