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

Lowe Wealth 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	-41	Closed	-$1.32K	–	355
2023 Q2	$1.32K	Hold	41	–	–	﹤0.01%	312
2023 Q1	$1.33K	Hold	41	–	–	﹤0.01%	305
2022 Q4	$1.3K	Hold	41	–	–	﹤0.01%	311
2022 Q3	$1K	Hold	41	–	–	﹤0.01%	325
2022 Q2	$1K	Hold	41	–	–	﹤0.01%	307
2022 Q1	$1K	Buy	+41	New	+$1.44K	﹤0.01%	316

Other funds holding SPIB

Charles Schwab San Francisco, California $751B AUM 38.74% 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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $18.1B AUM 24.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lowe Wealth Advisors's SPIB Position: Q3 2023 in Review

Lowe Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2023, closing a stake of 41 shares — an estimated $1.32K sold.

Lowe Wealth Advisors first reported a position in SPIB in Q1 2022 and held it in 6 quarters. The position peaked at $1.33K in Q1 2023. 408 funds tracked by Wall St. Rank hold SPIB as of Q3 2023.

Lowe Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Lowe Wealth Advisors sold 41 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2023, an estimated $1.32K.
Lowe Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2022 and held it in 6 quarters.
Lowe Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.33K in Q1 2023.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2023.

Based on Lowe Wealth Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.