DI
SPIB icon

DFPG Investments’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

DFPG Investments’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
Q2 		– Sell
-28,259
Closed -$918K – 594
2023
Q1 		$918K Buy
28,259
+117
+0.4% +$3.77K 0.1% 212
2022
Q4 		$912K Sell
28,142
-79
-0.3% -$2.5K 0.15% 160
2022
Q3 		$871K Hold
28,221
– – 0.37% 62
2022
Q2 		$923K Sell
28,221
-868
-3% -$28.7K 0.4% 59
2022
Q1 		$972K Sell
29,089
-1,190
-4% -$41.7K 0.38% 67
2021
Q4 		$1.08M Buy
30,279
+2,585
+9% +$93.7K 0.45% 61
2021
Q3 		$1.01M Buy
27,694
+8,612
+45% +$317K 0.38% 75
2021
Q2 		$700K Buy
+19,082
New +$697K 0.26% 92

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Creative Planning
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CSIA
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TAIM
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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 $16.5B AUM 19.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return