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

Magnolia 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
2023 Q2	–	Sell	-6,228	Closed	-$202K	–	148
2023 Q1	$202K	Buy	+6,228	New	+$201K	0.1%	138
2022 Q3	–	Sell	-6,228	Closed	-$203K	–	136
2022 Q2	$203K	Hold	6,228	–	–	0.18%	113
2022 Q1	$213K	Hold	6,228	–	–	0.08%	175
2021 Q4	$225K	Hold	6,228	–	–	0.07%	184
2021 Q3	$227K	Sell	6,228 -559	-8%	-$20.6K	0.08%	164
2021 Q2	$249K	Hold	6,787	–	–	0.11%	124
2021 Q1	$246K	Sell	6,787 -386	-5%	-$14.2K	0.49%	64
2020 Q4	$267K	Sell	7,173 -95	-1%	-$3.51K	0.17%	92
2020 Q3	$267K	Hold	7,268	–	–	0.21%	77
2020 Q2	$266K	Hold	7,268	–	–	0.34%	67
2020 Q1	$247K	Sell	7,268 -260	-3%	-$9.12K	0.48%	53
2019 Q4	$265K	Buy	+7,528	New	+$265K	0.25%	72

Other funds holding SPIB

Charles Schwab San Francisco, California $654B AUM 26.35% 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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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 $16.5B AUM 19.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Magnolia Capital Advisors's SPIB Position: Q2 2023 in Review

Magnolia Capital Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2023, closing a stake of 6,228 shares — an estimated $202K sold.

Magnolia Capital Advisors first reported a position in SPIB in Q4 2019 and held it in 12 quarters. The position peaked at $267K in Q4 2020. 410 funds tracked by Wall St. Rank hold SPIB as of Q2 2023.

Magnolia Capital Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Magnolia Capital Advisors sold 6,228 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2023, an estimated $202K.
Magnolia Capital Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
Magnolia Capital Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $267K in Q4 2020.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2023.

Based on Magnolia Capital Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.