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

Drive 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	-8,369	Closed	-$273K	–	359
2024 Q2	$273K	Sell	8,369 -684	-8%	-$22.2K	0.07%	222
2024 Q1	$296K	Sell	9,053 -2,898	-24%	-$94.5K	0.08%	205
2023 Q4	$392K	Sell	11,951 -3,732	-24%	-$119K	0.13%	156
2023 Q3	$493K	Sell	15,683 -4,334	-22%	-$138K	0.18%	109
2023 Q2	$643K	Sell	20,017 -1,079	-5%	-$34.8K	0.24%	88
2023 Q1	$685K	Sell	21,096 -1,499	-7%	-$48.3K	0.29%	90
2022 Q4	$719K	Buy	+22,595	New	+$714K	0.36%	68

Other funds holding SPIB

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Drive Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2024, closing a stake of 8,369 shares — an estimated $273K sold.

Drive Wealth Management first reported a position in SPIB in Q4 2022 and held it in 7 quarters. The position peaked at $719K in Q4 2022. 496 funds tracked by Wall St. Rank hold SPIB as of Q3 2024.

Drive 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.
Drive Wealth Management sold 8,369 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2024, an estimated $273K.
Drive Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and held it in 7 quarters.
Drive Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $719K in Q4 2022.
496 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2024.

Based on Drive Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.