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

Martin 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
2019 Q2	–	Sell	-17,718	Closed	-$605K	–	62
2019 Q1	$605K	Buy	17,718 +3,729	+27%	+$125K	0.47%	41
2018 Q4	$462K	Buy	13,989 +588	+4%	+$19.4K	0.43%	44
2018 Q3	$446K	Buy	13,401 +1,885	+16%	+$62.8K	0.4%	43
2018 Q2	$383K	Sell	11,516 -1,235	-10%	-$41.1K	0.39%	43
2018 Q1	$428K	Sell	12,751 -183	-1%	-$6.17K	0.43%	41
2017 Q4	$443K	Buy	+12,934	New	+$445K	0.46%	41

Other funds holding SPIB

CSIA

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TAIM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Martin Capital Partners's SPIB Position: Q2 2019 in Review

Martin Capital Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2019, closing a stake of 17,718 shares — an estimated $605K sold.

Martin Capital Partners first reported a position in SPIB in Q4 2017 and held it in 6 quarters. The position peaked at $605K in Q1 2019. 274 funds tracked by Wall St. Rank hold SPIB as of Q2 2019.

Martin Capital Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Martin Capital Partners sold 17,718 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2019, an estimated $605K.
Martin Capital Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and held it in 6 quarters.
Martin Capital Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $605K in Q1 2019.
274 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2019.

Based on Martin Capital Partners's 13F filing for Q2 2019, filed 12 Aug 2019.