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

FLC Capital Advisors’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	-6,138	Closed	-$224K	–	176
2021 Q3	$224K	Sell	6,138 -1,933	-24%	-$71.1K	0.07%	159
2021 Q2	$296K	Sell	8,071 -882	-10%	-$32.2K	0.09%	143
2021 Q1	$325K	Sell	8,953 -47,611	-84%	-$1.75M	0.1%	130
2020 Q4	$2.1M	Buy	56,564 +2,008	+4%	+$74.1K	0.7%	41
2020 Q3	$2.01M	Buy	+54,556	New	+$2.01M	0.73%	36

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 $751B AUM 38.74% 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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

FLC Capital Advisors's SPIB Position: Q4 2021 in Review

FLC Capital Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2021, closing a stake of 6,138 shares — an estimated $224K sold.

FLC Capital Advisors first reported a position in SPIB in Q3 2020 and held it in 5 quarters. The position peaked at $2.1M in Q4 2020. 389 funds tracked by Wall St. Rank hold SPIB as of Q4 2021.

FLC Capital Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
FLC Capital Advisors sold 6,138 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2021, an estimated $224K.
FLC Capital Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2020 and held it in 5 quarters.
FLC Capital Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.1M in Q4 2020.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2021.

Based on FLC Capital Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.