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

Aspire 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 Q3	$9.96K	Sell	296 -2	-0.7%	-$66	0.01%	172
2024 Q2	$9.71K	Sell	298 -450	-60%	-$14.6K	0.01%	156
2024 Q1	$24.4K	Buy	748 +393	+111%	+$12.8K	0.01%	151
2023 Q4	$11.7K	Buy	355 +5	+1%	+$159	0.01%	153
2023 Q3	$11K	Buy	350 +2	+0.6%	+$64	0.01%	153
2023 Q2	$11.2K	Buy	348 +1	+0.3%	+$32	0.01%	161
2023 Q1	$11.3K	Sell	347 -388	-53%	-$12.5K	0.01%	158
2022 Q4	$23.4K	Sell	735 -108	-13%	-$3.42K	0.02%	141
2022 Q3	$26K	Buy	843 +4	+0.5%	+$130	0.02%	129
2022 Q2	$27K	Sell	839 -888	-51%	-$29.4K	0.02%	131
2022 Q1	$59K	Sell	1,727 -568	-25%	-$19.9K	0.05%	114
2021 Q4	$83K	Buy	+2,295	New	+$83.2K	0.07%	110

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 $18.1B AUM 24.63% 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

Aspire Wealth Management's SPIB Position: Q3 2024 in Review

Aspire Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.67% in Q3 2024, selling an estimated $66 and leaving 296 shares worth $9.96K. The position accounts for 0.01% of the portfolio, ranked #172.

Aspire Wealth Management first reported a position in SPIB in Q4 2021 and has held it in 12 quarters since. The position peaked at $83K in Q4 2021. 496 funds tracked by Wall St. Rank hold SPIB as of Q3 2024.

Aspire Wealth Management held 296 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $9.96K as of Q3 2024.
Aspire Wealth Management sold 2 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2024, an estimated $66.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #172 holding.
Aspire Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $83K in Q4 2021.
496 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.