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

Imprint Wealth’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 		$687K Buy
+21,162
New +$690K 0.17% 123

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
GIM
GE Investment Management Norwalk, Connecticut $244M AUM 41.62% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 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

Imprint Wealth's SPIB Position: Q1 2024 in Review

Imprint Wealth opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2024: 21,162 shares worth $687K. The stake represents 0.17% of the portfolio and ranks #123 among its holdings.

484 funds tracked by Wall St. Rank hold SPIB as of Q1 2024.

  • Imprint Wealth held 21,162 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $687K as of Q1 2024.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Imprint Wealth position in Q1 2024.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.17% of Imprint Wealth's portfolio in Q1 2024, its #123 holding.
  • 484 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.