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

Belpointe Asset 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
Q2 		– Sell
-8,989
Closed -$294K – 929
2024
Q1 		$294K Buy
+8,989
New +$293K 0.02% 598
2023
Q2 		– Sell
-4,994
Closed -$162K – 2981
2023
Q1 		$162K Sell
4,994
-236
-5% -$7.61K 0.01% 1040
2022
Q4 		$166K Buy
5,230
+1,279
+32% +$40.4K 0.01% 969
2022
Q3 		$123K Buy
3,951
+459
+13% +$15K 0.01% 1053
2022
Q2 		$114K Buy
+3,492
New +$115K 0.01% 1059
2022
Q1 		– Sell
-2,932
Closed -$106K – 1302
2021
Q4 		$106K Sell
2,932
-1,424
-33% -$51.6K 0.01% 1166
2021
Q3 		$160K Buy
4,356
+44
+1% +$1.62K 0.01% 955
2021
Q2 		$158K Sell
4,312
-86
-2% -$3.14K 0.01% 930
2021
Q1 		$159K Sell
4,398
-30,394
-87% -$1.12M 0.01% 830
2020
Q4 		$1.29M Sell
34,792
-1,320
-4% -$48.7K 0.12% 206
2020
Q3 		$1.33M Buy
36,112
+4,460
+14% +$164K 0.15% 150
2020
Q2 		$1.16M Buy
31,652
+15,304
+94% +$544K 0.15% 149
2020
Q1 		$556K Buy
16,348
+3,039
+23% +$107K 0.1% 231
2019
Q4 		$470K Buy
13,309
+902
+7% +$31.8K 0.06% 334
2019
Q3 		$438K Buy
+12,407
New +$435K 0.07% 315

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 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 $58.2B AUM 22.78% 1-Year Est. Return

Belpointe Asset Management's SPIB Position: Q2 2024 in Review

Belpointe Asset Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2024, closing a stake of 8,989 shares — an estimated $294K sold.

Belpointe Asset Management first reported a position in SPIB in Q3 2019 and held it in 15 quarters. The position peaked at $1.33M in Q3 2020. 490 funds tracked by Wall St. Rank hold SPIB as of Q2 2024.

  • Belpointe Asset Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 8,989 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2024, an estimated $294K.
  • Belpointe Asset Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2019 and held it in 15 quarters.
  • Belpointe Asset Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.33M in Q3 2020.
  • 490 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2024.

Based on Belpointe Asset Management's 13F filing for Q2 2024, filed 2 Aug 2024.