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

Institute for 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
2023 Q3	–	Sell	-6,387	Closed	-$205K	–	477
2023 Q2	$205K	Sell	6,387 -38	-0.6%	-$1.23K	0.03%	437
2023 Q1	$209K	Sell	6,425 -571	-8%	-$18.4K	0.04%	423
2022 Q4	$223K	Sell	6,996 -1,075	-13%	-$34K	0.05%	404
2022 Q3	$253K	Sell	8,071 -2,779	-26%	-$90.6K	0.06%	372
2022 Q2	$354K	Sell	10,850 -180	-2%	-$5.95K	0.07%	353
2022 Q1	$377K	Hold	11,030	–	–	0.06%	355
2021 Q4	$399K	Sell	11,030 -402	-4%	-$14.6K	0.07%	317
2021 Q3	$417K	Sell	11,432 -1,686	-13%	-$62K	0.07%	304
2021 Q2	$481K	Sell	13,118 -839	-6%	-$30.6K	0.08%	280
2021 Q1	$506K	Sell	13,957 -280	-2%	-$10.3K	0.1%	258
2020 Q4	$529K	Sell	14,237 -7,345	-34%	-$271K	0.11%	240
2020 Q3	$793K	Sell	21,582 -18,184	-46%	-$669K	0.18%	144
2020 Q2	$1.45M	Buy	+39,766	New	+$1.41M	0.36%	67
2020 Q1	–	Sell	-721	Closed	-$25K	–	640
2019 Q4	$25K	Buy	+721	New	+$25.4K	0.01%	555

Other funds holding SPIB

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 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

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 $530B AUM 22.01% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Institute for Wealth Management's SPIB Position: Q3 2023 in Review

Institute for Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2023, closing a stake of 6,387 shares — an estimated $205K sold.

Institute for Wealth Management first reported a position in SPIB in Q4 2019 and held it in 14 quarters. The position peaked at $1.45M in Q2 2020. 409 funds tracked by Wall St. Rank hold SPIB as of Q3 2023.

Institute for Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Institute for Wealth Management sold 6,387 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2023, an estimated $205K.
Institute for Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and held it in 14 quarters.
Institute for Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.45M in Q2 2020.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2023.

Based on Institute for Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.