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

Marquette 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 Q4	–	Sell	-234	Closed	-$7.89K	–	217
2024 Q3	$7.89K	Buy	+234	New	+$7.78K	﹤0.01%	212
2020 Q3	–	Sell	-1,316	Closed	-$48K	–	238
2020 Q2	$48K	Hold	1,316	–	–	0.02%	149
2020 Q1	$45K	Hold	1,316	–	–	0.02%	158
2019 Q4	$46K	Hold	1,316	–	–	0.02%	142
2019 Q3	$46K	Hold	1,316	–	–	0.02%	151
2019 Q2	$46K	Hold	1,316	–	–	0.02%	155
2019 Q1	$45K	Buy	+1,316	New	+$44.2K	0.02%	158

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Marquette Asset Management's SPIB Position: Q4 2024 in Review

Marquette Asset Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2024, closing a stake of 234 shares — an estimated $7.89K sold.

Marquette Asset Management first reported a position in SPIB in Q1 2019 and held it in 7 quarters. The position peaked at $48K in Q2 2020. 557 funds tracked by Wall St. Rank hold SPIB as of Q4 2024.

Marquette Asset Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Marquette Asset Management sold 234 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2024, an estimated $7.89K.
Marquette Asset Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2019 and held it in 7 quarters.
Marquette Asset Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $48K in Q2 2020.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2024.

Based on Marquette Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.