Independence Bank of Kentucky’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Independence Bank of Kentucky’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 Q3	–	Sell	-84	Closed	-$2.7K	–	514
2023 Q2	$2.7K	Buy	+84	New	+$2.71K	﹤0.01%	471
2021 Q2	–	Sell	-723	Closed	-$26K	–	397
2021 Q1	$26K	Hold	723	–	–	0.01%	283
2020 Q4	$27K	Hold	723	–	–	0.01%	272
2020 Q3	$27K	Buy	+723	New	+$26.6K	0.02%	259

Other funds holding SPIB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Independence Bank of Kentucky's SPIB Position: Q3 2023 in Review

Independence Bank of Kentucky sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2023, closing a stake of 84 shares — an estimated $2.7K sold.

Independence Bank of Kentucky first reported a position in SPIB in Q3 2020 and held it in 4 quarters. The position peaked at $27K in Q4 2020. 409 funds tracked by Wall St. Rank hold SPIB as of Q3 2023.

Independence Bank of Kentucky reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Independence Bank of Kentucky sold 84 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2023, an estimated $2.7K.
Independence Bank of Kentucky first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2020 and held it in 4 quarters.
Independence Bank of Kentucky's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $27K in Q4 2020.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2023.

Based on Independence Bank of Kentucky's 13F filing for Q3 2023, filed 16 Oct 2023.