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

ICA Group 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
Q2 		$22.8K Sell
699
-22,805
-97% -$739K 0.01% 341
2024
Q1 		$768K Buy
23,504
+11,627
+98% +$379K 0.15% 119
2023
Q4 		$390K Sell
11,877
-450
-4% -$14.3K 0.09% 177
2023
Q3 		$388K Buy
12,327
+2,224
+22% +$70.8K 0.11% 157
2023
Q2 		$324K Buy
10,103
+3,675
+57% +$119K 0.08% 173
2023
Q1 		$209K Buy
6,428
+2,047
+47% +$66K 0.05% 234
2022
Q4 		$139K Buy
+4,381
New +$139K 0.03% 303

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Point72 Asset Management
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

ICA Group Wealth Management's SPIB Position: Q2 2024 in Review

ICA Group Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 97% in Q2 2024, selling an estimated $739K and leaving 699 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #341.

ICA Group Wealth Management first reported a position in SPIB in Q4 2022 and has held it in 7 quarters since. The position peaked at $768K in Q1 2024. 490 funds tracked by Wall St. Rank hold SPIB as of Q2 2024.

  • ICA Group Wealth Management held 699 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $22.8K as of Q2 2024.
  • ICA Group Wealth Management sold 22,805 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2024, an estimated $739K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #341 holding.
  • ICA Group Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and has held it in 7 quarters since.
  • ICA Group Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $768K in Q1 2024.
  • 490 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.