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 $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GIM

GE Investment Management Norwalk, Connecticut $321M AUM 45.06% 1-Year Est. Return

CSIA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

DADC

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

CCWA

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

HighMark Wealth Management's SPIB Position: Q1 2024 in Review

HighMark Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2024, closing a stake of 613 shares — an estimated $20.1K sold.

HighMark Wealth Management first reported a position in SPIB in Q2 2021 and held it in 11 quarters. The position peaked at $72.8K in Q1 2023. 484 funds tracked by Wall St. Rank hold SPIB as of Q1 2024.

HighMark Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
HighMark Wealth Management sold 613 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2024, an estimated $20.1K.
HighMark Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2021 and held it in 11 quarters.
HighMark Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $72.8K in Q1 2023.
484 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2024.

Based on HighMark Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.