B
SPIB icon

Bridgeworth’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Bridgeworth’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
2023
Q4 		$221K Sell
6,719
-36
-0.5% -$1.14K 0.02% 165
2023
Q3 		$212K Buy
6,755
+224
+3% +$7.13K 0.02% 159
2023
Q2 		$210K Buy
6,531
+132
+2% +$4.26K 0.02% 162
2023
Q1 		$208K Sell
6,399
-1,141
-15% -$36.8K 0.03% 157
2022
Q4 		$240K Buy
+7,540
New +$238K 0.04% 142
2018
Q3 		– Sell
-234
Closed -$7K – 476
2018
Q2 		$7K Buy
+234
New +$7.79K ﹤0.01% 477

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM