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

Endurance 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
2023 Q2	$1K	Hold	18	–	–	﹤0.01%	628
2023 Q1	$1K	Hold	18	–	–	﹤0.01%	632
2022 Q4	$1K	Buy	+18	New	+$569	﹤0.01%	621

Other funds holding SPIB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Endurance Wealth Management's SPIB Position: Q2 2023 in Review

Endurance Wealth Management held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q2 2023 at 18 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Endurance Wealth Management first reported a position in SPIB in Q4 2022 and has held it in 3 quarters since. 410 funds tracked by Wall St. Rank hold SPIB as of Q2 2023.

Endurance Wealth Management held 18 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1K as of Q2 2023.
Endurance Wealth Management left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q2 2023.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #628 holding.
Endurance Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and has held it in 3 quarters since.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.