Life Planning Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Life Planning Partners’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 Q1	–	Sell	-630	Closed	-$20.7K	–	211
2023 Q4	$20.7K	Buy	+630	New	+$20K	0.02%	134
2022 Q3	$19.7K	Hold	630	–	–	0.02%	120
2022 Q2	$21K	Hold	630	–	–	0.02%	119
2022 Q1	$22K	Hold	630	–	–	0.02%	116
2021 Q4	$23K	Buy	+630	New	+$22.8K	0.02%	110

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

GIM

GE Investment Management Norwalk, Connecticut $321M AUM 45.06% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Life Planning Partners's SPIB Position: Q1 2024 in Review

Life Planning Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2024, closing a stake of 630 shares — an estimated $20.7K sold.

Life Planning Partners first reported a position in SPIB in Q4 2021 and held it in 5 quarters. The position peaked at $23K in Q4 2021. 485 funds tracked by Wall St. Rank hold SPIB as of Q1 2024.

Life Planning Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Life Planning Partners sold 630 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2024, an estimated $20.7K.
Life Planning Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
Life Planning Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $23K in Q4 2021.
485 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.