HighMark Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

HighMark Wealth Management’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 Q1	–	Sell	-613	Closed	-$20.1K	–	596
2023 Q4	$20.1K	Buy	613 +9	+1%	+$286	0.01%	192
2023 Q3	$19K	Buy	604 +6	+1%	+$191	0.02%	184
2023 Q2	$19.2K	Sell	598 -1,643	-73%	-$53.1K	0.01%	189
2023 Q1	$72.8K	Buy	2,241 +929	+71%	+$30K	0.06%	108
2022 Q4	$41.8K	Buy	1,312 +201	+18%	+$6.36K	0.03%	114
2022 Q3	$35K	Buy	1,111 +556	+100%	+$18.1K	0.03%	119
2022 Q2	$18K	Buy	555 +24	+5%	+$794	0.01%	174
2022 Q1	$18K	Buy	531 +69	+15%	+$2.42K	0.01%	188
2021 Q4	$17K	Buy	462 +70	+18%	+$2.54K	0.01%	194
2021 Q3	$14K	Buy	392 +103	+36%	+$3.79K	0.01%	219
2021 Q2	$11K	Buy	+289	New	+$10.6K	0.01%	244

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

GE Investment Management Norwalk, Connecticut $244M AUM 41.62% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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