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

First Capital Advisors 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
2023 Q2	$5.46K	Buy	+170	New	+$5.49K	﹤0.01%	654
2018 Q2	–	Sell	-170	Closed	-$6K	–	675
2018 Q1	$6K	Buy	+170	New	+$5.74K	﹤0.01%	623

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

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 $16.5B AUM 19.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

First Capital Advisors Group's SPIB Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2023: 170 shares worth $5.46K. The stake represents ﹤0.01% of the portfolio and ranks #654 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in SPIB as recently as Q1 2018.

First Capital Advisors Group first reported a position in SPIB in Q1 2018 and has held it in 2 quarters since. The position peaked at $6K in Q1 2018. 410 funds tracked by Wall St. Rank hold SPIB as of Q2 2023.

First Capital Advisors Group held 170 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $5.46K as of Q2 2023.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new First Capital Advisors Group position in Q2 2023.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #654 holding.
First Capital Advisors Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2018 and has held it in 2 quarters since.
First Capital Advisors Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $6K in Q1 2018.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.