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

LifePro Asset 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	$316K	Buy	9,385 +1,219	+15%	+$40.5K	0.19%	104
2024 Q2	$266K	Sell	8,166 -2,168	-21%	-$70.2K	0.19%	106
2024 Q1	$338K	Sell	10,334 -1,439	-12%	-$46.9K	0.22%	91
2023 Q4	$387K	Buy	11,773 +212	+2%	+$6.74K	0.3%	73
2023 Q3	$364K	Buy	11,561 +5,241	+83%	+$167K	0.3%	69
2023 Q2	$203K	Buy	+6,320	New	+$204K	0.16%	98

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

LifePro Asset Management's SPIB Position: Q3 2024 in Review

LifePro Asset Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 15% in Q3 2024, buying an estimated $40.5K and bringing the position to 9,385 shares worth $316K. The position accounts for 0.19% of the portfolio, ranked #104.

LifePro Asset Management first reported a position in SPIB in Q2 2023 and has held it in 6 quarters since. The position peaked at $387K in Q4 2023. 496 funds tracked by Wall St. Rank hold SPIB as of Q3 2024.

LifePro Asset Management held 9,385 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $316K as of Q3 2024.
LifePro Asset Management bought 1,219 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2024, an estimated $40.5K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.19% of LifePro Asset Management's portfolio in Q3 2024, its #104 holding.
LifePro Asset Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2023 and has held it in 6 quarters since.
LifePro Asset Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $387K in Q4 2023.
496 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.