SevenOneSeven Capital Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

SevenOneSeven Capital Management’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 Q2	–	Sell	-54,532	Closed	-$1.98M	–	70
2021 Q1	$1.98M	Buy	54,532 +5,186	+11%	+$190K	7.29%	4
2020 Q4	$1.83M	Buy	+49,346	New	+$1.82M	15.71%	1

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

SevenOneSeven Capital Management's SPIB Position: Q2 2021 in Review

SevenOneSeven Capital Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2021, closing a stake of 54,532 shares — an estimated $1.98M sold.

SevenOneSeven Capital Management first reported a position in SPIB in Q4 2020 and held it in 2 quarters. The position peaked at $1.98M in Q1 2021. 349 funds tracked by Wall St. Rank hold SPIB as of Q2 2021.

SevenOneSeven Capital Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
SevenOneSeven Capital Management sold 54,532 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2021, an estimated $1.98M.
SevenOneSeven Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
SevenOneSeven Capital Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.98M in Q1 2021.
349 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2021.

Based on SevenOneSeven Capital Management's 13F filing for Q2 2021, filed 13 Aug 2021.