Eudaimonia Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Eudaimonia Partners’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
2023 Q2	–	Sell	-6,420	Closed	-$209K	–	370
2023 Q1	$209K	Hold	6,420	–	–	0.05%	321
2022 Q4	$204K	Sell	6,420 -288	-4%	-$9.11K	0.05%	316
2022 Q3	$210K	Sell	6,708 -5	-0.1%	-$163	0.05%	301
2022 Q2	$219K	Buy	+6,713	New	+$222K	0.04%	351

Other funds holding SPIB

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CSIA

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

TAIM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Eudaimonia Partners's SPIB Position: Q2 2023 in Review

Eudaimonia Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2023, closing a stake of 6,420 shares — an estimated $209K sold.

Eudaimonia Partners first reported a position in SPIB in Q2 2022 and held it in 4 quarters. The position peaked at $219K in Q2 2022. 410 funds tracked by Wall St. Rank hold SPIB as of Q2 2023.

Eudaimonia Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Eudaimonia Partners sold 6,420 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2023, an estimated $209K.
Eudaimonia Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2022 and held it in 4 quarters.
Eudaimonia Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $219K in Q2 2022.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2023.

Based on Eudaimonia Partners's 13F filing for Q2 2023, filed 19 Jul 2023.