IEQ Capital’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

IEQ Capital’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
2023 Q4	–	Sell	-8,469	Closed	-$266K	–	988
2023 Q3	$266K	Buy	8,469 +43	+0.5%	+$1.37K	0.01%	758
2023 Q2	$271K	Buy	8,426 +57	+0.7%	+$1.84K	0.01%	713
2023 Q1	$272K	Buy	8,369 +37	+0.4%	+$1.19K	0.01%	749
2022 Q4	$265K	Buy	8,332 +177	+2%	+$5.6K	0.01%	667
2022 Q3	$255K	Buy	8,155 +42	+0.5%	+$1.37K	0.01%	710
2022 Q2	$265K	Buy	8,113 +32	+0.4%	+$1.06K	0.01%	636
2022 Q1	$276K	Buy	+8,081	New	+$283K	0.01%	661

Other funds holding SPIB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CSIA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

IEQ Capital's SPIB Position: Q4 2023 in Review

IEQ Capital sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2023, closing a stake of 8,469 shares — an estimated $266K sold.

IEQ Capital first reported a position in SPIB in Q1 2022 and held it in 7 quarters. The position peaked at $276K in Q1 2022. 453 funds tracked by Wall St. Rank hold SPIB as of Q4 2023.

IEQ Capital reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
IEQ Capital sold 8,469 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2023, an estimated $266K.
IEQ Capital first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2022 and held it in 7 quarters.
IEQ Capital's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $276K in Q1 2022.
453 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2023.

Based on IEQ Capital's 13F filing for Q4 2023, filed 7 Feb 2024.