Members Advisory Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Members Advisory Group’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	-398,291	Closed	-$13.4M	–	41
2024 Q3	$13.4M	Buy	+398,291	New	+$13.2M	6.71%	7

Other funds holding SPIB

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $14.6B AUM 40.95% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Members Advisory Group's SPIB Position: Q4 2024 in Review

Members Advisory Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2024, closing a stake of 398,291 shares — an estimated $13.4M sold.

Members Advisory Group first reported a position in SPIB in Q3 2024 and held it in 1 quarter. The position peaked at $13.4M in Q3 2024. 557 funds tracked by Wall St. Rank hold SPIB as of Q4 2024.

Members Advisory Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Members Advisory Group sold 398,291 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2024, an estimated $13.4M.
Members Advisory Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
Members Advisory Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $13.4M in Q3 2024.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2024.

Based on Members Advisory Group's 13F filing for Q4 2024, filed 4 Feb 2025.