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

Smith 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
2020 Q3	$468K	Sell	12,726 -2,884	-18%	-$106K	0.29%	55
2020 Q2	$570K	Sell	15,610 -718	-4%	-$25.5K	0.38%	51
2020 Q1	$555K	Hold	16,328	–	–	0.42%	42
2019 Q4	$577K	Hold	16,328	–	–	0.37%	45
2019 Q3	$576K	Sell	16,328 -2,183	-12%	-$76.6K	0.42%	43
2019 Q2	$647K	Sell	18,511 -849	-4%	-$29.1K	0.47%	40
2019 Q1	$662K	Buy	19,360 +3,584	+23%	+$120K	0.52%	39
2018 Q4	$521K	Buy	+15,776	New	+$520K	0.43%	40

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

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

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

Jane Street New York $777B AUM 61.18% 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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Smith Capital Management's SPIB Position: Q3 2020 in Review

Smith Capital Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 18% in Q3 2020, selling an estimated $106K and leaving 12,726 shares worth $468K. The position accounts for 0.29% of the portfolio, ranked #55.

Smith Capital Management first reported a position in SPIB in Q4 2018 and has held it in 8 quarters since. The position peaked at $662K in Q1 2019. 327 funds tracked by Wall St. Rank hold SPIB as of Q3 2020.

Smith Capital Management held 12,726 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $468K as of Q3 2020.
Smith Capital Management sold 2,884 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2020, an estimated $106K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.29% of Smith Capital Management's portfolio in Q3 2020, its #55 holding.
Smith Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2018 and has held it in 8 quarters since.
Smith Capital Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $662K in Q1 2019.
327 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2020.

Based on Smith Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.