Great Lakes Retirement
SPIB icon

Great Lakes Retirement’s State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF SPIB Stock Holding History

Great Lakes Retirement’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
-687,042
Closed -$22.4M – 578
2024
Q2 		$22.4M Buy
687,042
+2,844
+0.4% +$92.1K 3.07% 4
2024
Q1 		$22.4M Buy
684,198
+7,042
+1% +$230K 3.31% 4
2023
Q4 		$22.2M Sell
677,156
-52,698
-7% -$1.67M 3.66% 3
2023
Q3 		$23M Buy
+729,854
New +$23.2M 4.14% 2

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Great Lakes Retirement's SPIB Position: Q3 2024 in Review

Great Lakes Retirement sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) in Q3 2024, closing a stake of 687,042 shares — an estimated $22.4M sold.

Great Lakes Retirement first reported a position in SPIB in Q3 2023 and held it in 4 quarters. The position peaked at $23M in Q3 2023. 500 funds tracked by Wall St. Rank hold SPIB as of Q3 2024.

  • Great Lakes Retirement reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF position as of Q3 2024 after selling out during the quarter.
  • Great Lakes Retirement sold 687,042 State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF shares in Q3 2024, an estimated $22.4M.
  • Great Lakes Retirement first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q3 2023 and held it in 4 quarters.
  • Great Lakes Retirement's State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF position peaked at $23M in Q3 2023.
  • 500 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.