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

Absolute 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
2024 Q4	–	Sell	-14,024	Closed	-$473K	–	131
2024 Q3	$473K	Buy	14,024 +232	+2%	+$7.71K	0.28%	73
2024 Q2	$449K	Sell	13,792 -93	-0.7%	-$3.01K	0.27%	74
2024 Q1	$454K	Sell	13,885 -482	-3%	-$15.7K	0.29%	67
2023 Q4	$472K	Buy	+14,367	New	+$457K	0.43%	54

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

Absolute Capital Management's SPIB Position: Q4 2024 in Review

Absolute Capital Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2024, closing a stake of 14,024 shares — an estimated $473K sold.

Absolute Capital Management first reported a position in SPIB in Q4 2023 and held it in 4 quarters. The position peaked at $473K in Q3 2024. 557 funds tracked by Wall St. Rank hold SPIB as of Q4 2024.

Absolute Capital Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Absolute Capital Management sold 14,024 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2024, an estimated $473K.
Absolute Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
Absolute Capital Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $473K 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 Absolute Capital Management's 13F filing for Q4 2024, filed 11 Feb 2025.