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

B. Riley 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	$1.88M	Sell	57,382 -17,492	-23%	-$579K	0.06%	290
2024 Q3	$2.52M	Sell	74,874 -60,048	-45%	-$2M	0.07%	275
2024 Q2	$4.39M	Buy	134,922 +123,326	+1,064%	+$3.99M	0.11%	179
2024 Q1	$365K	Sell	11,596 -45,348	-80%	-$1.48M	0.01%	950
2023 Q4	$1.87M	Buy	56,944 +45,348	+391%	+$1.44M	0.05%	380
2023 Q3	$365K	Buy	11,596 +4,616	+66%	+$147K	0.01%	950
2023 Q2	$224K	Buy	6,980 +20	+0.3%	+$646	0.01%	1291
2023 Q1	$226K	Buy	+6,960	New	+$224K	0.01%	1230

Other funds holding SPIB

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

DADC

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

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

B. Riley Wealth Advisors's SPIB Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 23% in Q4 2024, selling an estimated $579K and leaving 57,382 shares worth $1.88M. The position accounts for 0.06% of the portfolio, ranked #290.

B. Riley Wealth Advisors first reported a position in SPIB in Q1 2023 and has held it in 8 quarters since. The position peaked at $4.39M in Q2 2024. 557 funds tracked by Wall St. Rank hold SPIB as of Q4 2024.

B. Riley Wealth Advisors held 57,382 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.88M as of Q4 2024.
B. Riley Wealth Advisors sold 17,492 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2024, an estimated $579K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.06% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #290 holding.
B. Riley Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2023 and has held it in 8 quarters since.
B. Riley Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4.39M in Q2 2024.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.