Advisor Partners II’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Advisor Partners II’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 Q3	$470K	Buy	14,951 +254	+2%	+$8.09K	0.02%	747
2023 Q2	$472K	Sell	14,697 -617	-4%	-$19.9K	0.02%	627
2023 Q1	$498K	Sell	15,314 -247	-2%	-$7.97K	0.03%	560
2022 Q4	$495K	Sell	15,561 -754	-5%	-$23.8K	0.03%	527
2022 Q3	$511K	Buy	+16,315	New	+$532K	0.04%	450

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Advisor Partners II's SPIB Position: Q3 2023 in Review

Advisor Partners II increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.7% in Q3 2023, buying an estimated $8.09K and bringing the position to 14,951 shares worth $470K. The position accounts for 0.02% of the portfolio, ranked #747.

Advisor Partners II first reported a position in SPIB in Q3 2022 and has held it in 5 quarters since. The position peaked at $511K in Q3 2022. 409 funds tracked by Wall St. Rank hold SPIB as of Q3 2023.

Advisor Partners II held 14,951 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $470K as of Q3 2023.
Advisor Partners II bought 254 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2023, an estimated $8.09K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Advisor Partners II's portfolio in Q3 2023, its #747 holding.
Advisor Partners II first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2022 and has held it in 5 quarters since.
Advisor Partners II's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $511K in Q3 2022.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.