Procyon Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Procyon Advisors’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	-6,963	Closed	-$218K	–	375
2022 Q3	$218K	Hold	6,963	–	–	0.05%	292
2022 Q2	$227K	Buy	+6,963	New	+$230K	0.05%	288
2020 Q3	–	Sell	-737	Closed	-$27K	–	923
2020 Q2	$27K	Hold	737	–	–	0.01%	490
2020 Q1	$25K	Buy	+737	New	+$25.8K	0.02%	440

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

Procyon Advisors's SPIB Position: Q4 2022 in Review

Procyon Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2022, closing a stake of 6,963 shares — an estimated $218K sold.

Procyon Advisors first reported a position in SPIB in Q1 2020 and held it in 4 quarters. The position peaked at $227K in Q2 2022. 416 funds tracked by Wall St. Rank hold SPIB as of Q4 2022.

Procyon Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Procyon Advisors sold 6,963 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2022, an estimated $218K.
Procyon Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2020 and held it in 4 quarters.
Procyon Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $227K in Q2 2022.
416 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2022.

Based on Procyon Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.