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

CarsonAllaria 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
Q2 		– Sell
-140
Closed -$4.58K – 408
2024
Q1 		$4.58K Buy
+140
New +$4.57K ﹤0.01% 299

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Creative Planning
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Wells Fargo
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DADC
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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

CarsonAllaria Wealth Management's SPIB Position: Q2 2024 in Review

CarsonAllaria Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2024, closing a stake of 140 shares — an estimated $4.58K sold.

CarsonAllaria Wealth Management first reported a position in SPIB in Q1 2024 and held it in 1 quarter. The position peaked at $4.58K in Q1 2024. 490 funds tracked by Wall St. Rank hold SPIB as of Q2 2024.

  • CarsonAllaria Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 140 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2024, an estimated $4.58K.
  • CarsonAllaria Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4.58K 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 CarsonAllaria Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.