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

Addison 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
2023 Q4	–	Sell	-3	Closed	-$95	–	721
2023 Q3	$95	Hold	3	–	–	﹤0.01%	668
2023 Q2	$97	Sell	3 -5	-63%	-$161	﹤0.01%	618
2023 Q1	$260	Hold	8	–	–	﹤0.01%	616
2022 Q4	$255	Buy	+8	New	+$253	﹤0.01%	743

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

Addison Advisors's SPIB Position: Q4 2023 in Review

Addison Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2023, closing a stake of 3 shares — an estimated $95 sold.

Addison Advisors first reported a position in SPIB in Q4 2022 and held it in 4 quarters. The position peaked at $260 in Q1 2023. 453 funds tracked by Wall St. Rank hold SPIB as of Q4 2023.

Addison Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Addison Advisors sold 3 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2023, an estimated $95.
Addison Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
Addison Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $260 in Q1 2023.
453 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2023.

Based on Addison Advisors's 13F filing for Q4 2023, filed 2 Feb 2024.