IC
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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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM