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 $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GE Investment Management Norwalk, Connecticut $244M AUM 41.62% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return