Householder Group Estate & Retirement Specialist’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Householder Group Estate & Retirement Specialist’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	$86K	Sell	2,632 -13,239	-83%	-$438K	0.06%	166
2024 Q3	$535K	Buy	15,871 +768	+5%	+$25.5K	0.16%	129
2024 Q2	$491K	Buy	15,103 +4,307	+40%	+$140K	0.14%	138
2024 Q1	$353K	Buy	10,796 +685	+7%	+$22.3K	0.11%	168
2023 Q4	$331K	Sell	10,111 -1,457	-13%	-$46.3K	0.11%	173
2023 Q3	$364K	Buy	+11,568	New	+$368K	0.13%	144
2023 Q1	$62K	Buy	+1,897	New	+$61.2K	0.02%	400

Other funds holding SPIB

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $14.6B AUM 40.95% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SPIB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 83% in Q4 2024, selling an estimated $438K and leaving 2,632 shares worth $86K. The position accounts for 0.06% of the portfolio, ranked #166.

Householder Group Estate & Retirement Specialist first reported a position in SPIB in Q1 2023 and has held it in 7 quarters since. The position peaked at $535K in Q3 2024. 557 funds tracked by Wall St. Rank hold SPIB as of Q4 2024.

Householder Group Estate & Retirement Specialist held 2,632 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $86K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 13,239 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2024, an estimated $438K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.06% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #166 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2023 and has held it in 7 quarters since.
Householder Group Estate & Retirement Specialist's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $535K in Q3 2024.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.