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

Connecticut 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 		– Sell
-7,340
Closed -$239K – 337
2024
Q2 		$239K Hold
7,340
– – 0.01% 293
2024
Q1 		$240K Sell
7,340
-5,120
-41% -$167K 0.01% 295
2023
Q4 		$409K Buy
12,460
+3,241
+35% +$103K 0.02% 229
2023
Q3 		$290K Buy
+9,219
New +$294K 0.02% 235

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
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

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

Connecticut Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2024, closing a stake of 7,340 shares — an estimated $239K sold.

Connecticut Wealth Management first reported a position in SPIB in Q3 2023 and held it in 4 quarters. The position peaked at $409K in Q4 2023. 496 funds tracked by Wall St. Rank hold SPIB as of Q3 2024.

  • Connecticut Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Connecticut Wealth Management sold 7,340 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2024, an estimated $239K.
  • Connecticut Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2023 and held it in 4 quarters.
  • Connecticut Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $409K in Q4 2023.
  • 496 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2024.

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