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

Executive 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 Q4	–	Sell	-10,444	Closed	-$352K	–	276
2024 Q3	$352K	Sell	10,444 -792	-7%	-$26.3K	0.03%	205
2024 Q2	$366K	Sell	11,236 -335	-3%	-$10.9K	0.07%	92
2024 Q1	$375K	Buy	+11,571	New	+$377K	0.03%	173
2019 Q3	–	Sell	-417	Closed	-$15K	–	691
2019 Q2	$15K	Sell	417 -131	-24%	-$4.49K	﹤0.01%	532
2019 Q1	$19K	Buy	548 +57	+12%	+$1.92K	﹤0.01%	433
2018 Q4	$16K	Buy	+491	New	+$16.2K	﹤0.01%	473

Other funds holding SPIB

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Executive Wealth Management's SPIB Position: Q4 2024 in Review

Executive Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2024, closing a stake of 10,444 shares — an estimated $352K sold.

Executive Wealth Management first reported a position in SPIB in Q4 2018 and held it in 6 quarters. The position peaked at $375K in Q1 2024. 557 funds tracked by Wall St. Rank hold SPIB as of Q4 2024.

Executive Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Executive Wealth Management sold 10,444 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2024, an estimated $352K.
Executive Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2018 and held it in 6 quarters.
Executive Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $375K in Q1 2024.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.