Hartline Investment Corp’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Hartline Investment Corp’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	-10,358	Closed	-$339K	–	375
2024 Q1	$339K	Buy	+10,358	New	+$338K	0.06%	270
2022 Q4	–	Sell	-13,605	Closed	-$426K	–	191
2022 Q3	$426K	Buy	+13,605	New	+$443K	0.35%	66

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

Hartline Investment Corp's SPIB Position: Q2 2024 in Review

Hartline Investment Corp sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2024, closing a stake of 10,358 shares — an estimated $339K sold.

Hartline Investment Corp first reported a position in SPIB in Q3 2022 and held it in 2 quarters. The position peaked at $426K in Q3 2022. 490 funds tracked by Wall St. Rank hold SPIB as of Q2 2024.

Hartline Investment Corp reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Hartline Investment Corp sold 10,358 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2024, an estimated $339K.
Hartline Investment Corp first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2022 and held it in 2 quarters.
Hartline Investment Corp's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $426K in Q3 2022.
490 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2024.

Based on Hartline Investment Corp's 13F filing for Q2 2024, filed 9 Aug 2024.