Anchor Pointe Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Anchor Pointe Wealth 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	$521K	Buy	+15,899	New	+$526K	0.68%	40

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

Anchor Pointe Wealth Management's SPIB Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2024: 15,899 shares worth $521K. The stake represents 0.68% of the portfolio and ranks #40 among its holdings.

557 funds tracked by Wall St. Rank hold SPIB as of Q4 2024.

Anchor Pointe Wealth Management held 15,899 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $521K as of Q4 2024.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.68% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #40 holding.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.