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

Poehling 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	–	Sell	-7,100	Closed	-$232K	–	128
2022 Q2	$232K	Hold	7,100	–	–	0.09%	106
2022 Q1	$242K	Hold	7,100	–	–	0.07%	133
2021 Q4	$257K	Hold	7,100	–	–	0.08%	121
2021 Q3	$259K	Hold	7,100	–	–	0.09%	120
2021 Q2	$261K	Hold	7,100	–	–	0.08%	129
2021 Q1	$257K	Hold	7,100	–	–	0.09%	130
2020 Q4	$264K	Hold	7,100	–	–	0.1%	111
2020 Q3	$261K	Hold	7,100	–	–	0.13%	95
2020 Q2	$259K	Hold	7,100	–	–	0.14%	93
2020 Q1	$241K	Hold	7,100	–	–	0.18%	80
2019 Q4	$251K	Hold	7,100	–	–	0.16%	96
2019 Q3	$250K	Buy	+7,100	New	+$249K	0.18%	88

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 $374B AUM 17.66% 1-Year Est. Return

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

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

Poehling Capital Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2022, closing a stake of 7,100 shares — an estimated $232K sold.

Poehling Capital Management first reported a position in SPIB in Q3 2019 and held it in 12 quarters. The position peaked at $264K in Q4 2020. 389 funds tracked by Wall St. Rank hold SPIB as of Q3 2022.

Poehling Capital Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Poehling Capital Management sold 7,100 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2022, an estimated $232K.
Poehling Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2019 and held it in 12 quarters.
Poehling Capital Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $264K 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 Poehling Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.