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Rockland Trust’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Rockland Trust’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
-6,738
Closed -$220K – 298
2022
Q2 		$220K Sell
6,738
-12,168
-64% -$402K 0.02% 270
2022
Q1 		$646K Buy
+18,906
New +$662K 0.04% 181

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rockland Trust's SPIB Position: Q3 2022 in Review

Rockland Trust sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2022, closing a stake of 6,738 shares — an estimated $220K sold.

Rockland Trust first reported a position in SPIB in Q1 2022 and held it in 2 quarters. The position peaked at $646K in Q1 2022. 388 funds tracked by Wall St. Rank hold SPIB as of Q3 2022.

  • Rockland Trust reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Rockland Trust sold 6,738 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2022, an estimated $220K.
  • Rockland Trust first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
  • Rockland Trust's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $646K in Q1 2022.
  • 388 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2022.

Based on Rockland Trust's 13F filing for Q3 2022, filed 19 Oct 2022.