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

First Horizon Advisors’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	-108	Closed	-$3.64K	–	2358
2024 Q3	$3.64K	Sell	108 -120	-53%	-$3.99K	﹤0.01%	1879
2024 Q2	$7.42K	Sell	228 -120	-34%	-$3.89K	﹤0.01%	1655
2024 Q1	$11.4K	Sell	348 -198	-36%	-$6.46K	﹤0.01%	1535
2023 Q4	$17.9K	Sell	546 -6,245	-92%	-$198K	﹤0.01%	1376
2023 Q3	$214K	Buy	6,791 +6,436	+1,813%	+$205K	0.01%	447
2023 Q2	$11.4K	Sell	355 -28	-7%	-$904	﹤0.01%	1491
2023 Q1	$12.4K	Buy	383 +89	+30%	+$2.87K	﹤0.01%	1471
2022 Q4	$9.36K	Hold	294	–	–	﹤0.01%	1592
2022 Q3	$8K	Buy	294 +108	+58%	+$3.52K	﹤0.01%	1616
2022 Q2	$6K	Buy	+186	New	+$6.15K	﹤0.01%	1788
2022 Q1	–	Sell	-556	Closed	-$19K	–	2239
2021 Q4	$19K	Buy	556 +184	+49%	+$6.67K	﹤0.01%	1304
2021 Q3	$13K	Buy	372 +167	+81%	+$6.14K	﹤0.01%	1441
2021 Q2	$7K	Hold	205	–	–	﹤0.01%	1448
2021 Q1	$7K	Buy	+205	New	+$7.52K	﹤0.01%	1396
2020 Q1	–	Sell	-215	Closed	-$7K	–	1559
2019 Q4	$7K	Buy	215 +2	+0.9%	+$70	﹤0.01%	1184
2019 Q3	$7K	Buy	+213	New	+$7.47K	﹤0.01%	1175

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

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

DADC

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

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

First Horizon Advisors's SPIB Position: Q4 2024 in Review

First Horizon Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2024, closing a stake of 108 shares — an estimated $3.64K sold.

First Horizon Advisors first reported a position in SPIB in Q3 2019 and held it in 16 quarters. The position peaked at $214K in Q3 2023. 557 funds tracked by Wall St. Rank hold SPIB as of Q4 2024.

First Horizon Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
First Horizon Advisors sold 108 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2024, an estimated $3.64K.
First Horizon Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2019 and held it in 16 quarters.
First Horizon Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $214K in Q3 2023.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2024.

Based on First Horizon Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.