Blue Chip Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Blue Chip Partners’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	-3,308	Closed	-$108K	–	196
2024 Q1	$108K	Sell	3,308 -3,361	-50%	-$110K	0.01%	182
2023 Q4	$219K	Sell	6,669 -9,079	-58%	-$289K	0.02%	131
2023 Q3	$495K	Sell	15,748 -142,478	-90%	-$4.54M	0.06%	87
2023 Q2	$5.08M	Buy	158,226 +921	+0.6%	+$29.7K	0.58%	41
2023 Q1	$5.11M	Sell	157,305 -4,521	-3%	-$146K	0.61%	42
2022 Q4	$5.15M	Buy	161,826 +125,512	+346%	+$3.97M	0.64%	40
2022 Q3	$1.14M	Sell	36,314 -3,674	-9%	-$120K	0.16%	60
2022 Q2	$1.3M	Buy	+39,988	New	+$1.32M	0.17%	62
2019 Q1	–	Sell	-15,294	Closed	-$505K	–	140
2018 Q4	$505K	Buy	+15,294	New	+$504K	0.13%	91

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 $16.5B AUM 19.94% 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

Blue Chip Partners's SPIB Position: Q2 2024 in Review

Blue Chip Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2024, closing a stake of 3,308 shares — an estimated $108K sold.

Blue Chip Partners first reported a position in SPIB in Q4 2018 and held it in 9 quarters. The position peaked at $5.15M in Q4 2022. 490 funds tracked by Wall St. Rank hold SPIB as of Q2 2024.

Blue Chip Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Blue Chip Partners sold 3,308 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2024, an estimated $108K.
Blue Chip Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2018 and held it in 9 quarters.
Blue Chip Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $5.15M in Q4 2022.
490 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2024.

Based on Blue Chip Partners's 13F filing for Q2 2024, filed 29 Jul 2024.