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LMCG Investments’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

LMCG Investments’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
-131,163
Closed -$4.11M – 323
2022
Q3 		$4.11M Buy
+131,163
New +$4.28M 0.3% 98

Other funds holding SPIB

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LMCG Investments's SPIB Position: Q4 2022 in Review

LMCG Investments sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2022, closing a stake of 131,163 shares — an estimated $4.11M sold.

LMCG Investments first reported a position in SPIB in Q3 2022 and held it in 1 quarter. The position peaked at $4.11M in Q3 2022. 416 funds tracked by Wall St. Rank hold SPIB as of Q4 2022.

  • LMCG Investments reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • LMCG Investments sold 131,163 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2022, an estimated $4.11M.
  • LMCG Investments first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • LMCG Investments's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4.11M in Q3 2022.
  • 416 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2022.

Based on LMCG Investments's 13F filing for Q4 2022, filed 7 Feb 2023.