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

Maryland Capital Management’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 Q3	$253K	Sell	8,086 -7	-0.1%	-$228	0.02%	197
2022 Q2	$264K	Buy	8,093 +11	+0.1%	+$364	0.02%	199
2022 Q1	$276K	Sell	8,082 -906	-10%	-$31.7K	0.02%	212
2021 Q4	$325K	Sell	8,988 -4	-0%	-$145	0.02%	211
2021 Q3	$328K	Sell	8,992 -9	-0.1%	-$331	0.02%	197
2021 Q2	$330K	Sell	9,001 -332	-4%	-$12.1K	0.02%	199
2021 Q1	$338K	Sell	9,333 -2,385	-20%	-$87.5K	0.02%	186
2020 Q4	$436K	Buy	+11,718	New	+$432K	0.03%	158

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Maryland Capital Management's SPIB Position: Q3 2022 in Review

Maryland Capital Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.09% in Q3 2022, selling an estimated $228 and leaving 8,086 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #197.

Maryland Capital Management first reported a position in SPIB in Q4 2020 and has held it in 8 quarters since. The position peaked at $436K in Q4 2020. 389 funds tracked by Wall St. Rank hold SPIB as of Q3 2022.

Maryland Capital Management held 8,086 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $253K as of Q3 2022.
Maryland Capital Management sold 7 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2022, an estimated $228.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Maryland Capital Management's portfolio in Q3 2022, its #197 holding.
Maryland Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2020 and has held it in 8 quarters since.
Maryland Capital Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $436K in Q4 2020.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2022.

Based on Maryland Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.