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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Bridgeworth's SPIB Position: Q4 2023 in Review

Bridgeworth reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.53% in Q4 2023, selling an estimated $1.14K and leaving 6,719 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #165.

Bridgeworth first reported a position in SPIB in Q2 2018 and has held it in 6 quarters since. The position peaked at $240K in Q4 2022. 453 funds tracked by Wall St. Rank hold SPIB as of Q4 2023.

Bridgeworth held 6,719 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $221K as of Q4 2023.
Bridgeworth sold 36 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2023, an estimated $1.14K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Bridgeworth's portfolio in Q4 2023, its #165 holding.
Bridgeworth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2018 and has held it in 6 quarters since.
Bridgeworth's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $240K in Q4 2022.
453 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.