Pecaut & Co’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Pecaut & Co’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	-65,485	Closed	-$2.13M	–	116
2023 Q1	$2.13M	Buy	65,485 +5,878	+10%	+$190K	0.97%	28
2022 Q4	$1.9M	Buy	59,607 +15,696	+36%	+$496K	0.9%	29
2022 Q3	$1.38M	Buy	43,911 +13,860	+46%	+$452K	0.73%	35
2022 Q2	$981K	Sell	30,051 -16,019	-35%	-$530K	0.55%	36
2022 Q1	$1.57M	Buy	+46,070	New	+$1.61M	0.77%	32

Other funds holding SPIB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Pecaut & Co's SPIB Position: Q2 2023 in Review

Pecaut & Co sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2023, closing a stake of 65,485 shares — an estimated $2.13M sold.

Pecaut & Co first reported a position in SPIB in Q1 2022 and held it in 5 quarters. The position peaked at $2.13M in Q1 2023. 409 funds tracked by Wall St. Rank hold SPIB as of Q2 2023.

Pecaut & Co reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Pecaut & Co sold 65,485 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2023, an estimated $2.13M.
Pecaut & Co first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2022 and held it in 5 quarters.
Pecaut & Co's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.13M in Q1 2023.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2023.

Based on Pecaut & Co's 13F filing for Q2 2023, filed 9 Aug 2023.