LNC
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Lincoln National Corp’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Lincoln National Corp’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
Q2 		– Sell
-12,930
Closed -$423K – 983
2024
Q1 		$423K Buy
12,930
+51
+0.4% +$1.66K 0.01% 815
2023
Q4 		$423K Buy
12,879
+43
+0.3% +$1.37K 0.01% 734
2023
Q3 		$404K Sell
12,836
-87
-0.7% -$2.77K 0.01% 672
2023
Q2 		$415K Sell
12,923
-123
-0.9% -$3.97K 0.01% 675
2023
Q1 		$424K Sell
13,046
-641
-5% -$20.7K 0.01% 647
2022
Q4 		$436K Buy
+13,687
New +$433K 0.01% 572
2022
Q2 		– Sell
-8,136
Closed -$278K – 933
2022
Q1 		$278K Sell
8,136
-704
-8% -$24.6K 0.01% 737
2021
Q4 		$320K Sell
8,840
-792
-8% -$28.7K 0.01% 682
2021
Q3 		$352K Buy
9,632
+153
+2% +$5.63K 0.01% 619
2021
Q2 		$348K Buy
9,479
+19
+0.2% +$694 0.01% 611
2021
Q1 		$343K Sell
9,460
-3,758
-28% -$138K 0.01% 573
2020
Q4 		$491K Buy
13,218
+50
+0.4% +$1.84K 0.01% 426
2020
Q3 		$484K Sell
13,168
-8,455
-39% -$311K 0.01% 386
2020
Q2 		$790K Sell
21,623
-84
-0.4% -$2.99K 0.03% 287
2020
Q1 		$738K Buy
21,707
+11,101
+105% +$389K 0.03% 264
2019
Q4 		$375K Buy
10,606
+2,537
+31% +$89.4K 0.01% 448
2019
Q3 		$285K Buy
8,069
+653
+9% +$22.9K 0.01% 458
2019
Q2 		$259K Buy
+7,416
New +$254K 0.01% 458
2019
Q1 		– Sell
-19,243
Closed -$636K – 533
2018
Q4 		$636K Buy
19,243
+3,355
+21% +$111K 0.03% 230
2018
Q3 		$529K Buy
15,888
+3,168
+25% +$106K 0.02% 264
2018
Q2 		$423K Sell
12,720
-4,044
-24% -$135K 0.02% 297
2018
Q1 		$562K Sell
16,764
-14,762
-47% -$498K 0.02% 250
2017
Q4 		$1.08M Buy
31,526
+20,655
+190% +$710K 0.03% 220
2017
Q3 		$375K Buy
+10,871
New +$375K 0.02% 260
2016
Q1 		– Sell
-6,980
Closed -$235K – 254
2015
Q4 		$235K Buy
+6,980
New +$236K 0.02% 171

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Point72 Asset Management
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Lincoln National Corp's SPIB Position: Q2 2024 in Review

Lincoln National Corp sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2024, closing a stake of 12,930 shares — an estimated $423K sold.

Lincoln National Corp first reported a position in SPIB in Q4 2015 and held it in 25 quarters. The position peaked at $1.08M in Q4 2017. 491 funds tracked by Wall St. Rank hold SPIB as of Q2 2024.

  • Lincoln National Corp reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 12,930 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2024, an estimated $423K.
  • Lincoln National Corp first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2015 and held it in 25 quarters.
  • Lincoln National Corp's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.08M in Q4 2017.
  • 491 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.