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Axiom Advisory’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Axiom Advisory’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 		$7.17M Buy
215,760
+55,612
+35% +$1.85M 0.07% 50
2024
Q2 		$5.19M Buy
+160,148
New +$5.19M 0.06% 54

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Point72 Asset Management
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Axiom Advisory's SPIB Position: Q3 2024 in Review

Axiom Advisory increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 35% in Q3 2024, buying an estimated $1.85M and bringing the position to 215,760 shares worth $7.17M. The position accounts for 0.07% of the portfolio, ranked #50.

Axiom Advisory first reported a position in SPIB in Q2 2024 and has held it in 2 quarters since. 496 funds tracked by Wall St. Rank hold SPIB as of Q3 2024.

  • Axiom Advisory held 215,760 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $7.17M as of Q3 2024.
  • Axiom Advisory bought 55,612 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2024, an estimated $1.85M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.07% of Axiom Advisory's portfolio in Q3 2024, its #50 holding.
  • Axiom Advisory first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2024 and has held it in 2 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 Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.