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

Cetera Advisors’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 Q1	$6.08M	Buy	185,992 +101,778	+121%	+$3.32M	0.05%	389
2023 Q4	$2.76M	Buy	84,214 +8,390	+11%	+$267K	0.04%	412
2023 Q3	$2.38M	Buy	75,824 +6,621	+10%	+$211K	0.04%	408
2023 Q2	$2.22M	Sell	69,203 -5,288	-7%	-$171K	0.04%	430
2023 Q1	$2.42M	Buy	74,491 +5,066	+7%	+$163K	0.04%	395
2022 Q4	$2.21M	Buy	+69,425	New	+$2.2M	0.04%	417
2019 Q2	–	Sell	-5,026	Closed	-$171K	–	1246
2019 Q1	$171K	Buy	+5,026	New	+$169K	0.01%	810

Other funds holding SPIB

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GIM

GE Investment Management Norwalk, Connecticut $321M AUM 45.06% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

DADC

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

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

Cetera Advisors's SPIB Position: Q1 2024 in Review

Cetera Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 121% in Q1 2024, buying an estimated $3.32M and bringing the position to 185,992 shares worth $6.08M. The position accounts for 0.05% of the portfolio, ranked #389.

Cetera Advisors first reported a position in SPIB in Q1 2019 and has held it in 7 quarters since. 484 funds tracked by Wall St. Rank hold SPIB as of Q1 2024.

Cetera Advisors held 185,992 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $6.08M as of Q1 2024.
Cetera Advisors bought 101,778 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2024, an estimated $3.32M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.05% of Cetera Advisors's portfolio in Q1 2024, its #389 holding.
Cetera Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2019 and has held it in 7 quarters since.
484 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.