5th Street Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

5th Street Advisors’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
2024 Q4	–	Sell	-349,009	Closed	-$11.8M	–	41
2024 Q3	$11.8M	Buy	349,009 +47,003	+16%	+$1.56M	5.73%	6
2024 Q2	$9.83M	Buy	302,006 +50,934	+20%	+$1.65M	5.12%	7
2024 Q1	$8.21M	Buy	+251,072	New	+$8.19M	4.65%	7

Other funds holding SPIB

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

5th Street Advisors's SPIB Position: Q4 2024 in Review

5th Street Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2024, closing a stake of 349,009 shares — an estimated $11.8M sold.

5th Street Advisors first reported a position in SPIB in Q1 2024 and held it in 3 quarters. The position peaked at $11.8M in Q3 2024. 557 funds tracked by Wall St. Rank hold SPIB as of Q4 2024.

5th Street Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
5th Street Advisors sold 349,009 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2024, an estimated $11.8M.
5th Street Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
5th Street Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $11.8M in Q3 2024.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2024.

Based on 5th Street Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.