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

Leavell Investment 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
2024 Q3	–	Sell	-11,702	Closed	-$381K	–	543
2024 Q2	$381K	Buy	+11,702	New	+$379K	0.02%	398
2021 Q4	–	Sell	-6,299	Closed	-$230K	–	435
2021 Q3	$230K	Buy	+6,299	New	+$232K	0.02%	379

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 22.9% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DADC

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

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

CCWA

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

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

Leavell Investment Management's SPIB Position: Q3 2024 in Review

Leavell Investment Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2024, closing a stake of 11,702 shares — an estimated $381K sold.

Leavell Investment Management first reported a position in SPIB in Q3 2021 and held it in 2 quarters. The position peaked at $381K in Q2 2024. 497 funds tracked by Wall St. Rank hold SPIB as of Q3 2024.

Leavell Investment Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Leavell Investment Management sold 11,702 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2024, an estimated $381K.
Leavell Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2021 and held it in 2 quarters.
Leavell Investment Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $381K in Q2 2024.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2024.

Based on Leavell Investment Management's 13F filing for Q3 2024, filed 1 Nov 2024.