D
SPIB icon

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

Diversified’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 		$222K Hold
6,573
– – 0.02% 218
2024
Q2 		$214K Hold
6,573
– – 0.03% 217
2024
Q1 		$215K Buy
+6,573
New +$214K 0.03% 164

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 $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 $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 $18.1B AUM 24.63% 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 $58.2B AUM 22.78% 1-Year Est. Return

Diversified's SPIB Position: Q3 2024 in Review

Diversified held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q3 2024 at 6,573 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #218.

Diversified first reported a position in SPIB in Q1 2024 and has held it in 3 quarters since. 496 funds tracked by Wall St. Rank hold SPIB as of Q3 2024.

  • Diversified held 6,573 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $222K as of Q3 2024.
  • Diversified left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q3 2024.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Diversified's portfolio in Q3 2024, its #218 holding.
  • Diversified first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • 496 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.