Tompkins Financial’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Tompkins Financial’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
2023 Q4	–	Sell	-362	Closed	-$11.4K	–	673
2023 Q3	$11.4K	Hold	362	–	–	﹤0.01%	457
2023 Q2	$11.6K	Hold	362	–	–	﹤0.01%	462
2023 Q1	$11.8K	Hold	362	–	–	﹤0.01%	473
2022 Q4	$12K	Hold	362	–	–	﹤0.01%	466
2022 Q3	$11K	Buy	+362	New	+$11.8K	﹤0.01%	471
2020 Q2	–	Sell	-323	Closed	-$11K	–	419
2020 Q1	$11K	Buy	+323	New	+$11.3K	﹤0.01%	321

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Tompkins Financial's SPIB Position: Q4 2023 in Review

Tompkins Financial sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2023, closing a stake of 362 shares — an estimated $11.4K sold.

Tompkins Financial first reported a position in SPIB in Q1 2020 and held it in 6 quarters. The position peaked at $12K in Q4 2022. 453 funds tracked by Wall St. Rank hold SPIB as of Q4 2023.

Tompkins Financial reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Tompkins Financial sold 362 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2023, an estimated $11.4K.
Tompkins Financial first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2020 and held it in 6 quarters.
Tompkins Financial's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $12K in Q4 2022.
453 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2023.

Based on Tompkins Financial's 13F filing for Q4 2023, filed 8 Jan 2024.