Benjamin F. Edwards & Company’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Benjamin F. Edwards & Company’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	$2K	Sell	49 -1,603	-97%	-$51.9K	﹤0.01%	2062
2024 Q1	$54K	Buy	1,652 +482	+41%	+$15.7K	﹤0.01%	1270
2023 Q4	$38K	Buy	+1,170	New	+$37.2K	﹤0.01%	1319
2022 Q3	–	Sell	-211	Closed	-$7K	–	1902
2022 Q2	$7K	Sell	211 -54	-20%	-$1.78K	﹤0.01%	1474
2022 Q1	$9K	Buy	265 +54	+26%	+$1.89K	﹤0.01%	1407
2021 Q4	$8K	Hold	211	–	–	﹤0.01%	1439
2021 Q3	$8K	Buy	+211	New	+$7.76K	﹤0.01%	1438
2020 Q4	–	Sell	-250	Closed	-$9K	–	1729
2020 Q3	$9K	Hold	250	–	–	﹤0.01%	1308
2020 Q2	$9K	Hold	250	–	–	﹤0.01%	1316
2020 Q1	$9K	Hold	250	–	–	﹤0.01%	1305
2019 Q4	$9K	Hold	250	–	–	﹤0.01%	1464
2019 Q3	$9K	Buy	+250	New	+$8.77K	﹤0.01%	1446
2017 Q3	–	Sell	-112	Closed	-$4K	–	1586
2017 Q2	$4K	Sell	112 -68	-38%	-$2.34K	﹤0.01%	1288
2017 Q1	$6K	Hold	180	–	–	﹤0.01%	1129
2016 Q4	$6K	Hold	180	–	–	﹤0.01%	1043
2016 Q3	$6K	Hold	180	–	–	﹤0.01%	924
2016 Q2	$6K	Hold	180	–	–	﹤0.01%	883
2016 Q1	$6K	Hold	180	–	–	﹤0.01%	898
2015 Q4	$6K	Hold	180	–	–	﹤0.01%	950
2015 Q3	$6K	Hold	180	–	–	﹤0.01%	977
2015 Q2	$6K	Hold	180	–	–	﹤0.01%	1014
2015 Q1	$6K	Hold	180	–	–	﹤0.01%	980
2014 Q4	$6K	Hold	180	–	–	﹤0.01%	876
2014 Q3	$6K	Hold	180	–	–	﹤0.01%	846
2014 Q2	$6K	Sell	180 -229	-56%	-$7.83K	﹤0.01%	806
2014 Q1	$14K	Sell	409 -6,667	-94%	-$226K	﹤0.01%	643
2013 Q4	$238K	Sell	7,076 -558	-7%	-$18.9K	0.08%	221
2013 Q3	$258K	Sell	7,634 -1,625	-18%	-$54.5K	0.1%	196
2013 Q2	$311K	Buy	+9,259	New	+$320K	0.12%	164

Other funds holding SPIB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Benjamin F. Edwards & Company's SPIB Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 97% in Q2 2024, selling an estimated $51.9K and leaving 49 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2062.

Benjamin F. Edwards & Company first reported a position in SPIB in Q2 2013 and has held it in 29 quarters since. The position peaked at $311K in Q2 2013. 490 funds tracked by Wall St. Rank hold SPIB as of Q2 2024.

Benjamin F. Edwards & Company held 49 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $2K as of Q2 2024.
Benjamin F. Edwards & Company sold 1,603 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2024, an estimated $51.9K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #2062 holding.
Benjamin F. Edwards & Company first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2013 and has held it in 29 quarters since.
Benjamin F. Edwards & Company's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $311K in Q2 2013.
490 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.