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

Alaska Wealth 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	-537	Closed	-$18.1K	–	97
2024 Q3	$18.1K	Hold	537	–	–	﹤0.01%	103
2024 Q2	$17.5K	Buy	+537	New	+$17.4K	﹤0.01%	98
2023 Q4	–	Sell	-36,996	Closed	-$1.16M	–	130
2023 Q3	$1.16M	Hold	36,996	–	–	0.19%	27
2023 Q2	$1.19M	Sell	36,996 -443	-1%	-$14.3K	0.19%	27
2023 Q1	$1.22M	Sell	37,439 -20	-0.1%	-$645	0.2%	29
2022 Q4	$1.19M	Buy	+37,459	New	+$1.18M	0.21%	29
2019 Q4	–	Sell	-13,200	Closed	-$466K	–	74
2019 Q3	$466K	Hold	13,200	–	–	0.06%	27
2019 Q2	$451K	Hold	13,200	–	–	0.05%	46
2019 Q1	$451K	Buy	+13,200	New	+$443K	0.05%	46

Other funds holding SPIB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Alaska Wealth Advisors's SPIB Position: Q4 2024 in Review

Alaska Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2024, closing a stake of 537 shares — an estimated $18.1K sold.

Alaska Wealth Advisors first reported a position in SPIB in Q1 2019 and held it in 9 quarters. The position peaked at $1.22M in Q1 2023. 557 funds tracked by Wall St. Rank hold SPIB as of Q4 2024.

Alaska Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Alaska Wealth Advisors sold 537 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2024, an estimated $18.1K.
Alaska Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2019 and held it in 9 quarters.
Alaska Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.22M in Q1 2023.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2024.

Based on Alaska Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.