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BOK Financial Private Wealth’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

BOK Financial Private Wealth’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
-1
Closed -$33 – 477
2024
Q1 		$33 Buy
+1
New +$33 ﹤0.01% 452

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LPL Financial
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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

BOK Financial Private Wealth's SPIB Position: Q2 2024 in Review

BOK Financial Private Wealth sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2024, closing a stake of 1 share — an estimated $33 sold.

BOK Financial Private Wealth first reported a position in SPIB in Q1 2024 and held it in 1 quarter. The position peaked at $33 in Q1 2024. 490 funds tracked by Wall St. Rank hold SPIB as of Q2 2024.

  • BOK Financial Private Wealth reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 1 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share in Q2 2024, an estimated $33.
  • BOK Financial Private Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • BOK Financial Private Wealth's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $33 in Q1 2024.
  • 490 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2024.

Based on BOK Financial Private Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.