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Brophy Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Brophy Wealth Management’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
Q3 		$1.99M Buy
+59,057
New +$1.96M 0.71% 27

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Point72 Asset Management
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Brophy Wealth Management's SPIB Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2024: 59,057 shares worth $1.99M. The stake represents 0.71% of the portfolio and ranks #27 among its holdings.

496 funds tracked by Wall St. Rank hold SPIB as of Q3 2024.

  • Brophy Wealth Management held 59,057 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.99M as of Q3 2024.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Brophy Wealth Management position in Q3 2024.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.71% of Brophy Wealth Management's portfolio in Q3 2024, its #27 holding.
  • 496 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.