Annapolis Financial Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Annapolis Financial Services’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 Q3	$99.8K	Hold	2,960	–	–	0.03%	117
2024 Q2	$96.4K	Hold	2,960	–	–	0.03%	119
2024 Q1	$96.8K	Hold	2,960	–	–	0.03%	117
2023 Q4	$97.2K	Hold	2,960	–	–	0.02%	150
2023 Q3	$93.1K	Hold	2,960	–	–	0.03%	149
2023 Q2	$95K	Hold	2,960	–	–	0.03%	150
2023 Q1	$96.2K	Hold	2,960	–	–	0.03%	141
2022 Q4	$94.2K	Buy	2,960 +2,189	+284%	+$69.2K	0.03%	140
2022 Q3	$24K	Hold	771	–	–	0.01%	237
2022 Q2	$25K	Hold	771	–	–	0.01%	230
2022 Q1	$26K	Hold	771	–	–	0.01%	239
2021 Q4	$28K	Hold	771	–	–	0.01%	239
2021 Q3	$28K	Hold	771	–	–	0.01%	214
2021 Q2	$28K	Hold	771	–	–	0.01%	202
2021 Q1	$28K	Hold	771	–	–	0.01%	189
2020 Q4	$29K	Buy	+771	New	+$28.5K	0.01%	177

Other funds holding SPIB

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

CCWA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Annapolis Financial Services's SPIB Position: Q3 2024 in Review

Annapolis Financial Services held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q3 2024 at 2,960 shares worth $99.8K. The position accounts for 0.03% of the portfolio, ranked #117.

Annapolis Financial Services first reported a position in SPIB in Q4 2020 and has held it in 16 quarters since. 496 funds tracked by Wall St. Rank hold SPIB as of Q3 2024.

Annapolis Financial Services held 2,960 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $99.8K as of Q3 2024.
Annapolis Financial Services left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q3 2024.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.03% of Annapolis Financial Services's portfolio in Q3 2024, its #117 holding.
Annapolis Financial Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2020 and has held it in 16 quarters since.
496 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.