FCAS
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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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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