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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GIM

GE Investment Management Norwalk, Connecticut $321M AUM 45.06% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

DADC

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

CCWA

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

Money Concepts Capital's SPIB Position: Q1 2024 in Review

Money Concepts Capital sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2024, closing a stake of 125,855 shares — an estimated $4.13M sold.

Money Concepts Capital first reported a position in SPIB in Q4 2020 and held it in 11 quarters. The position peaked at $4.44M in Q3 2022. 485 funds tracked by Wall St. Rank hold SPIB as of Q1 2024.

Money Concepts Capital reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Money Concepts Capital sold 125,855 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2024, an estimated $4.13M.
Money Concepts Capital first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2020 and held it in 11 quarters.
Money Concepts Capital's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4.44M in Q3 2022.
485 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2024.

Based on Money Concepts Capital's 13F filing for Q1 2024, filed 1 May 2024.