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

Lido 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
2023 Q3	–	Sell	-7,866	Closed	-$253K	–	1303
2023 Q2	$253K	Sell	7,866 -333	-4%	-$10.8K	﹤0.01%	1016
2023 Q1	$266K	Buy	8,199 +80	+1%	+$2.58K	﹤0.01%	909
2022 Q4	$258K	Hold	8,119	–	–	﹤0.01%	837
2022 Q3	$254K	Buy	+8,119	New	+$265K	﹤0.01%	819

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 $16.5B AUM 19.94% 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

Lido Advisors's SPIB Position: Q3 2023 in Review

Lido Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2023, closing a stake of 7,866 shares — an estimated $253K sold.

Lido Advisors first reported a position in SPIB in Q3 2022 and held it in 4 quarters. The position peaked at $266K in Q1 2023. 409 funds tracked by Wall St. Rank hold SPIB as of Q3 2023.

Lido Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Lido Advisors sold 7,866 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2023, an estimated $253K.
Lido Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2022 and held it in 4 quarters.
Lido Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $266K in Q1 2023.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2023.

Based on Lido Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.