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Destiny Capital Securities’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Destiny Capital Securities’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
Q3 		$530K Buy
+16,856
New +$537K 0.43% 32

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Destiny Capital Securities's SPIB Position: Q3 2023 in Review

Destiny Capital Securities opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2023: 16,856 shares worth $530K. The stake represents 0.43% of the portfolio and ranks #32 among its holdings.

408 funds tracked by Wall St. Rank hold SPIB as of Q3 2023.

  • Destiny Capital Securities held 16,856 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $530K as of Q3 2023.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Destiny Capital Securities position in Q3 2023.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.43% of Destiny Capital Securities's portfolio in Q3 2023, its #32 holding.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2023.

Based on Destiny Capital Securities's 13F filing for Q3 2023, filed 13 Nov 2023.