LCGC
SPIB icon

Legacy Capital Group California’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Legacy Capital Group California’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
Q4 		– Sell
-7,211
Closed -$227K – 307
2023
Q3 		$227K Buy
+7,211
New +$230K 0.1% 245

Other funds holding SPIB

Charles Schwab
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
LPL Financial San Diego, California $377B AUM 19.32% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Legacy Capital Group California's SPIB Position: Q4 2023 in Review

Legacy Capital Group California sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2023, closing a stake of 7,211 shares — an estimated $227K sold.

Legacy Capital Group California first reported a position in SPIB in Q3 2023 and held it in 1 quarter. The position peaked at $227K in Q3 2023. 453 funds tracked by Wall St. Rank hold SPIB as of Q4 2023.

  • Legacy Capital Group California reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 7,211 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2023, an estimated $227K.
  • Legacy Capital Group California first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Capital Group California's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $227K in Q3 2023.
  • 453 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2023.

Based on Legacy Capital Group California's 13F filing for Q4 2023, filed 8 Feb 2024.