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 $654B AUM 26.35% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management

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

Sumitomo Mitsui Trust Group

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