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

Jackson Hole Capital 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
2022 Q4	–	Sell	-1,286	Closed	-$40K	–	271
2022 Q3	$40K	Hold	1,286	–	–	0.01%	207
2022 Q2	$42K	Hold	1,286	–	–	0.01%	193
2022 Q1	$44K	Hold	1,286	–	–	0.01%	199
2021 Q4	$46K	Hold	1,286	–	–	0.01%	192
2021 Q3	$47K	Hold	1,286	–	–	0.02%	202
2021 Q2	$47K	Hold	1,286	–	–	0.02%	200
2021 Q1	$47K	Hold	1,286	–	–	0.02%	195
2020 Q4	$48K	Hold	1,286	–	–	0.02%	173
2020 Q3	$47K	Hold	1,286	–	–	0.02%	147
2020 Q2	$47K	Hold	1,286	–	–	0.03%	133
2020 Q1	$44K	Hold	1,286	–	–	0.03%	125
2019 Q4	$45K	Hold	1,286	–	–	0.02%	166
2019 Q3	$45K	Hold	1,286	–	–	0.03%	162
2019 Q2	$45K	Buy	+1,286	New	+$44.1K	0.03%	161

Other funds holding SPIB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

DADC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jackson Hole Capital Partners's SPIB Position: Q4 2022 in Review

Jackson Hole Capital Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2022, closing a stake of 1,286 shares — an estimated $40K sold.

Jackson Hole Capital Partners first reported a position in SPIB in Q2 2019 and held it in 14 quarters. The position peaked at $48K in Q4 2020. 415 funds tracked by Wall St. Rank hold SPIB as of Q4 2022.

Jackson Hole Capital Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Jackson Hole Capital Partners sold 1,286 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2022, an estimated $40K.
Jackson Hole Capital Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2019 and held it in 14 quarters.
Jackson Hole Capital Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $48K in Q4 2020.
415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2022.

Based on Jackson Hole Capital Partners's 13F filing for Q4 2022, filed 10 Feb 2023.