FAM
SPIB icon

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

Family Asset 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
-1
Closed -$33 – 216
2024
Q2 		$33 Buy
+1
New +$32 ﹤0.01% 209

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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
Wells Fargo
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
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 $49B AUM 17.78% 1-Year Est. Return

Family Asset Management's SPIB Position: Q3 2024 in Review

Family Asset Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2024, closing a stake of 1 share — an estimated $33 sold.

Family Asset Management first reported a position in SPIB in Q2 2024 and held it in 1 quarter. The position peaked at $33 in Q2 2024. 496 funds tracked by Wall St. Rank hold SPIB as of Q3 2024.

  • Family Asset Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Family Asset Management sold 1 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share in Q3 2024, an estimated $33.
  • Family Asset Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Family Asset Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $33 in Q2 2024.
  • 496 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.