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

MTM Investment 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 Q4	–	Sell	-8	Closed	–	–	273
2022 Q3	$0	Hold	8	–	–	﹤0.01%	273
2022 Q2	$0	Hold	8	–	–	﹤0.01%	289
2022 Q1	$0	Hold	8	–	–	﹤0.01%	302
2021 Q4	$0	Hold	8	–	–	﹤0.01%	295
2021 Q3	$0	Hold	8	–	–	﹤0.01%	273
2021 Q2	$0	Hold	8	–	–	﹤0.01%	268
2021 Q1	$0	Hold	8	–	–	﹤0.01%	262
2020 Q4	$0	Buy	+8	New	+$295	﹤0.01%	228

Other funds holding SPIB

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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 $16.5B AUM 19.94% 1-Year Est. Return

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

MTM Investment Management's SPIB Position: Q4 2022 in Review

MTM Investment Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2022, closing a stake of 8 shares.

MTM Investment Management first reported a position in SPIB in Q4 2020 and held it in 8 quarters. The position peaked at $0 in Q3 2022. 416 funds tracked by Wall St. Rank hold SPIB as of Q4 2022.

MTM Investment Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
MTM Investment Management sold 8 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2022.
MTM Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
MTM Investment Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $0 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 MTM Investment Management's 13F filing for Q4 2022, filed 7 Feb 2023.