Salem Investment Counselors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Salem Investment Counselors’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
2021 Q1	–	Sell	-500	Closed	-$19K	–	906
2020 Q4	$19K	Hold	500	–	–	﹤0.01%	587
2020 Q3	$18K	Hold	500	–	–	﹤0.01%	510
2020 Q2	$18K	Hold	500	–	–	﹤0.01%	502
2020 Q1	$17K	Sell	500 -500	-50%	-$17.5K	﹤0.01%	468
2019 Q4	$35K	Hold	1,000	–	–	﹤0.01%	427
2019 Q3	$35K	Hold	1,000	–	–	﹤0.01%	406
2019 Q2	$35K	Buy	+1,000	New	+$34.3K	﹤0.01%	415
2017 Q1	–	Sell	-1,000	Closed	-$34K	–	650
2016 Q4	$34K	Buy	+1,000	New	+$34.3K	﹤0.01%	389

Other funds holding SPIB

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

CSIA

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

BlackRock New York $6.73T AUM 46.02% 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 $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Salem Investment Counselors's SPIB Position: Q1 2021 in Review

Salem Investment Counselors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2021, closing a stake of 500 shares — an estimated $19K sold.

Salem Investment Counselors first reported a position in SPIB in Q4 2016 and held it in 8 quarters. The position peaked at $35K in Q4 2019. 348 funds tracked by Wall St. Rank hold SPIB as of Q1 2021.

Salem Investment Counselors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Salem Investment Counselors sold 500 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2021, an estimated $19K.
Salem Investment Counselors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2016 and held it in 8 quarters.
Salem Investment Counselors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $35K in Q4 2019.
348 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2021.

Based on Salem Investment Counselors's 13F filing for Q1 2021, filed 17 May 2021.