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First County Bank’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

First County Bank’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
Q1 		– Sell
-14,273
Closed -$454K – 172
2022
Q4 		$454K Buy
+14,273
New +$451K 0.22% 113

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Creative Planning
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Envestnet Asset Management
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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
Wealth Enhancement Advisory Services
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

First County Bank's SPIB Position: Q1 2023 in Review

First County Bank sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2023, closing a stake of 14,273 shares — an estimated $454K sold.

First County Bank first reported a position in SPIB in Q4 2022 and held it in 1 quarter. The position peaked at $454K in Q4 2022. 400 funds tracked by Wall St. Rank hold SPIB as of Q1 2023.

  • First County Bank reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • First County Bank sold 14,273 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2023, an estimated $454K.
  • First County Bank first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • First County Bank's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $454K in Q4 2022.
  • 400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2023.

Based on First County Bank's 13F filing for Q1 2023, filed 18 Jul 2023.