Kowal Investment Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Kowal Investment Group’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 Q3	$2.43M	Buy	72,021 +14,018	+24%	+$466K	0.45%	37
2024 Q2	$1.89M	Buy	58,003 +7,412	+15%	+$240K	0.38%	39
2024 Q1	$1.65M	Sell	50,591 -16,828	-25%	-$549K	0.36%	40
2023 Q4	$2.21M	Buy	67,419 +4,054	+6%	+$129K	0.52%	27
2023 Q3	$1.99M	Buy	63,365 +16,471	+35%	+$525K	0.54%	23
2023 Q2	$1.51M	Sell	46,894 -12,582	-21%	-$406K	0.4%	34
2023 Q1	$1.93M	Buy	59,476 +15,535	+35%	+$501K	0.55%	25
2022 Q4	$1.4M	Buy	43,941 +7,463	+20%	+$236K	0.42%	32
2022 Q3	$1.14M	Buy	+36,478	New	+$1.19M	0.39%	31
2021 Q4	–	Sell	-458	Closed	-$17K	–	815
2021 Q3	$17K	Buy	+458	New	+$16.8K	0.01%	413

Other funds holding SPIB

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Kowal Investment Group's SPIB Position: Q3 2024 in Review

Kowal Investment Group increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 24% in Q3 2024, buying an estimated $466K and bringing the position to 72,021 shares worth $2.43M. The position accounts for 0.45% of the portfolio, ranked #37.

Kowal Investment Group first reported a position in SPIB in Q3 2021 and has held it in 10 quarters since. 496 funds tracked by Wall St. Rank hold SPIB as of Q3 2024.

Kowal Investment Group held 72,021 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $2.43M as of Q3 2024.
Kowal Investment Group bought 14,018 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2024, an estimated $466K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.45% of Kowal Investment Group's portfolio in Q3 2024, its #37 holding.
Kowal Investment Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2021 and has held it in 10 quarters since.
496 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.