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

Rowland Carmichael 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
2020 Q4	$4.23M	Sell	113,713 -7,181	-6%	-$265K	1.34%	13
2020 Q3	$4.44M	Buy	120,894 +13,195	+12%	+$486K	1.74%	7
2020 Q2	$3.93M	Buy	107,699 +22,752	+27%	+$809K	1.67%	9
2020 Q1	$2.89M	Sell	84,947 -5,482	-6%	-$192K	1.47%	9
2019 Q4	$3.19M	Sell	90,429 -17,140	-16%	-$604K	1.1%	15
2019 Q3	$3.79M	Buy	107,569 +18,511	+21%	+$649K	1.3%	13
2019 Q2	$3.11M	Buy	89,058 +23,956	+37%	+$822K	1.08%	14
2019 Q1	$2.23M	Buy	65,102 +37,044	+132%	+$1.24M	0.82%	17
2018 Q4	$927K	Sell	28,058 -6,698	-19%	-$221K	0.41%	43
2018 Q3	$1.16M	Buy	+34,756	New	+$1.16M	0.45%	46

Other funds holding SPIB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CSIA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

TAIM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Rowland Carmichael Advisors's SPIB Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 5.9% in Q4 2020, selling an estimated $265K and leaving 113,713 shares worth $4.23M. The position accounts for 1.34% of the portfolio, ranked #13.

Rowland Carmichael Advisors first reported a position in SPIB in Q3 2018 and has held it in 10 quarters since. The position peaked at $4.44M in Q3 2020. 356 funds tracked by Wall St. Rank hold SPIB as of Q4 2020.

Rowland Carmichael Advisors held 113,713 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $4.23M as of Q4 2020.
Rowland Carmichael Advisors sold 7,181 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2020, an estimated $265K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.34% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #13 holding.
Rowland Carmichael Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2018 and has held it in 10 quarters since.
Rowland Carmichael Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4.44M in Q3 2020.
356 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.