First Command Advisory Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

First Command Advisory Services’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 Q2	–	Sell	-265	Closed	–	–	631
2024 Q1	$0	Buy	+265	New	+$8.64K	﹤0.01%	656
2023 Q4	–	Sell	-17	Closed	-$535	–	509
2023 Q3	$535	Buy	+17	New	+$541	﹤0.01%	443
2022 Q3	–	Sell	-9	Closed	–	–	137
2022 Q2	$0	Buy	+9	New	+$298	﹤0.01%	134
2022 Q1	–	Sell	-287	Closed	-$10K	–	110
2021 Q4	$10K	Buy	+287	New	+$10.4K	﹤0.01%	15
2021 Q1	–	Sell	-341	Closed	–	–	65
2020 Q4	$0	Buy	+341	New	+$12.6K	﹤0.01%	80

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

First Command Advisory Services's SPIB Position: Q2 2024 in Review

First Command Advisory Services sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2024, closing a stake of 265 shares.

First Command Advisory Services first reported a position in SPIB in Q4 2020 and held it in 5 quarters. The position peaked at $10K in Q4 2021. 490 funds tracked by Wall St. Rank hold SPIB as of Q2 2024.

First Command Advisory Services reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
First Command Advisory Services sold 265 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2024.
First Command Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
First Command Advisory Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $10K in Q4 2021.
490 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2024.

Based on First Command Advisory Services's 13F filing for Q2 2024, filed 26 Jul 2024.