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

Edge Capital 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
2024
Q4 		$500K Buy
+9
New +$298 0.02% 216

Other funds holding SPIB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Edge Capital Group's SPIB Position: Q4 2024 in Review

Edge Capital Group opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2024: 9 shares worth $500K. The stake represents 0.02% of the portfolio and ranks #216 among its holdings.

557 funds tracked by Wall St. Rank hold SPIB as of Q4 2024.

  • Edge Capital Group held 9 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $500K as of Q4 2024.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Edge Capital Group position in Q4 2024.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Edge Capital Group's portfolio in Q4 2024, its #216 holding.
  • 557 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.