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

JFS Wealth Advisors’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 Q4	–	Sell	-1,476	Closed	-$49.8K	–	1988
2024 Q3	$49.8K	Hold	1,476	–	–	﹤0.01%	472
2024 Q2	$48.1K	Buy	+1,476	New	+$47.8K	﹤0.01%	419
2022 Q1	–	Sell	-526	Closed	-$19K	–	1956
2021 Q4	$19K	Buy	+526	New	+$19.1K	﹤0.01%	578

Other funds holding SPIB

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

DADC

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

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

JFS Wealth Advisors's SPIB Position: Q4 2024 in Review

JFS Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2024, closing a stake of 1,476 shares — an estimated $49.8K sold.

JFS Wealth Advisors first reported a position in SPIB in Q4 2021 and held it in 3 quarters. The position peaked at $49.8K in Q3 2024. 557 funds tracked by Wall St. Rank hold SPIB as of Q4 2024.

JFS Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
JFS Wealth Advisors sold 1,476 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2024, an estimated $49.8K.
JFS Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
JFS Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $49.8K in Q3 2024.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2024.

Based on JFS Wealth Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.