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

DB Wealth Management Group’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
2023 Q4	$131	Hold	4	–	–	﹤0.01%	367
2023 Q3	$126	Hold	4	–	–	﹤0.01%	367
2023 Q2	$128	Hold	4	–	–	﹤0.01%	359
2023 Q1	$130	Hold	4	–	–	﹤0.01%	356
2022 Q4	$127	Buy	+4	New	+$126	﹤0.01%	352
2022 Q1	–	Sell	-6	Closed	–	–	383
2021 Q4	$0	Hold	6	–	–	﹤0.01%	365
2021 Q3	$0	Hold	6	–	–	﹤0.01%	355
2021 Q2	$0	Hold	6	–	–	﹤0.01%	383
2021 Q1	$0	Buy	+6	New	+$220	﹤0.01%	385

Other funds holding SPIB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CSIA

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DADC

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

DB Wealth Management Group's SPIB Position: Q4 2023 in Review

DB Wealth Management Group held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q4 2023 at 4 shares worth $131. The position accounts for ﹤0.01% of the portfolio, ranked #367.

DB Wealth Management Group first reported a position in SPIB in Q1 2021 and has held it in 9 quarters since. 453 funds tracked by Wall St. Rank hold SPIB as of Q4 2023.

DB Wealth Management Group held 4 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $131 as of Q4 2023.
DB Wealth Management Group left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q4 2023.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #367 holding.
DB Wealth Management Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2021 and has held it in 9 quarters since.
453 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.