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

Kingfisher Capital’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 Q1	–	Sell	-145,665	Closed	-$5.27M	–	200
2021 Q4	$5.27M	Buy	145,665 +7,326	+5%	+$266K	1.22%	22
2021 Q3	$5.05M	Buy	138,339 +4,592	+3%	+$169K	1.31%	16
2021 Q2	$4.91M	Buy	133,747 +14,091	+12%	+$514K	1.25%	18
2021 Q1	$4.34M	Sell	119,656 -40	-0%	-$1.47K	1.21%	17
2020 Q4	$4.45M	Buy	119,696 +7,038	+6%	+$260K	1.35%	15
2020 Q3	$4.14M	Buy	112,658 +7,641	+7%	+$281K	1.49%	14
2020 Q2	$3.84M	Buy	105,017 +3,613	+4%	+$129K	1.7%	12
2020 Q1	$3.45M	Sell	101,404 -3,867	-4%	-$136K	1.77%	11
2019 Q4	$3.72M	Buy	+105,271	New	+$3.71M	1.73%	10

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 $654B AUM 26.35% 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 $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Kingfisher Capital's SPIB Position: Q1 2022 in Review

Kingfisher Capital sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2022, closing a stake of 145,665 shares — an estimated $5.27M sold.

Kingfisher Capital first reported a position in SPIB in Q4 2019 and held it in 9 quarters. The position peaked at $5.27M in Q4 2021. 387 funds tracked by Wall St. Rank hold SPIB as of Q1 2022.

Kingfisher Capital reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Kingfisher Capital sold 145,665 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2022, an estimated $5.27M.
Kingfisher Capital first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and held it in 9 quarters.
Kingfisher Capital's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $5.27M in Q4 2021.
387 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2022.

Based on Kingfisher Capital's 13F filing for Q1 2022, filed 10 May 2022.