Mid Atlantic Financial Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$282K	Sell	7,710 -3,232	-30%	-$119K	0.02%	686
2021 Q2	$402K	Buy	10,942 +2	+0%	+$73	0.03%	550
2021 Q1	$397K	Buy	10,940 +3,600	+49%	+$132K	0.03%	516
2020 Q4	$273K	Sell	7,340 -565	-7%	-$20.9K	0.02%	618
2020 Q3	$291K	Buy	+7,905	New	+$291K	0.03%	532

Other funds holding SPIB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CSIA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TAIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIMU

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

Mid Atlantic Financial Management's SPIB Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 30% in Q3 2021, selling an estimated $119K and leaving 7,710 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #686.

Mid Atlantic Financial Management first reported a position in SPIB in Q3 2020 and has held it in 5 quarters since. The position peaked at $402K in Q2 2021. 345 funds tracked by Wall St. Rank hold SPIB as of Q3 2021.

Mid Atlantic Financial Management held 7,710 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $282K as of Q3 2021.
Mid Atlantic Financial Management sold 3,232 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2021, an estimated $119K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #686 holding.
Mid Atlantic Financial Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2020 and has held it in 5 quarters since.
Mid Atlantic Financial Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $402K in Q2 2021.
345 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.