MCC
SPIB icon

Money Concepts Capital’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-125,855
Closed -$4.13M – 408
2023
Q4 		$4.13M Sell
125,855
-6,569
-5% -$209K 0.38% 78
2023
Q3 		$4.16M Buy
132,424
+14,498
+12% +$462K 0.44% 75
2023
Q2 		$3.79M Buy
117,926
+103,898
+741% +$3.35M 0.39% 80
2023
Q1 		$934K Sell
14,028
-105,695
-88% -$3.41M 0.05% 229
2022
Q4 		$3.81M Sell
119,723
-22,183
-16% -$701K 0.17% 119
2022
Q3 		$4.44M Buy
141,906
+141,177
+19,366% +$4.6M 0.26% 73
2022
Q2 		$24K Sell
729
-614
-46% -$20.3K ﹤0.01% 855
2022
Q1 		$46K Buy
1,343
+567
+73% +$19.9K ﹤0.01% 1272
2021
Q4 		$28K Buy
+776
New +$28.1K ﹤0.01% 634
2021
Q1 		$28K Hold
776
– – ﹤0.01% 612
2020
Q4 		$29K Buy
+776
New +$28.6K ﹤0.01% 557

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GIM
GE Investment Management Norwalk, Connecticut $244M AUM 41.62% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Point72 Asset Management
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