LWMG LLC’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

LWMG LLC’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	$850K	Buy	25,227 +10,842	+75%	+$360K	0.16%	43
2024 Q2	$468K	Sell	14,385 -667	-4%	-$21.6K	0.1%	53
2024 Q1	$492K	Buy	15,052 +1,426	+10%	+$46.5K	0.11%	50
2023 Q4	$447K	Sell	13,626 -712	-5%	-$22.6K	0.11%	54
2023 Q3	$451K	Buy	14,338 +11	+0.1%	+$350	0.12%	52
2023 Q2	$460K	Buy	14,327 +474	+3%	+$15.3K	0.13%	55
2023 Q1	$450K	Buy	13,853 +3,136	+29%	+$101K	0.14%	51
2022 Q4	$341K	Buy	+10,717	New	+$339K	0.12%	72

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

LWMG LLC's SPIB Position: Q3 2024 in Review

LWMG LLC increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 75% in Q3 2024, buying an estimated $360K and bringing the position to 25,227 shares worth $850K. The position accounts for 0.16% of the portfolio, ranked #43.

LWMG LLC first reported a position in SPIB in Q4 2022 and has held it in 8 quarters since. 496 funds tracked by Wall St. Rank hold SPIB as of Q3 2024.

LWMG LLC held 25,227 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $850K as of Q3 2024.
LWMG LLC bought 10,842 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2024, an estimated $360K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.16% of LWMG LLC's portfolio in Q3 2024, its #43 holding.
LWMG LLC first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and has held it in 8 quarters since.
496 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2024.

Based on LWMG LLC's 13F filing for Q3 2024, filed 4 Oct 2024.