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

Newport Capital 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
2023 Q3	$216K	Hold	6,874	–	–	0.2%	42
2023 Q2	$221K	Buy	+6,874	New	+$222K	0.11%	62
2023 Q1	–	Sell	-8,151	Closed	-$259K	–	50
2022 Q4	$259K	Sell	8,151 -8,151	-50%	-$258K	0.26%	38
2022 Q3	$521K	Buy	16,302 +8,151	+100%	+$266K	0.27%	43
2022 Q2	$266K	Hold	8,151	–	–	0.27%	42
2022 Q1	$278K	Hold	8,151	–	–	0.21%	49
2021 Q4	$295K	Hold	8,151	–	–	0.22%	46
2021 Q3	$298K	Hold	8,151	–	–	0.23%	45
2021 Q2	$299K	Hold	8,151	–	–	0.24%	45
2021 Q1	$295K	Hold	8,151	–	–	0.25%	46
2020 Q4	$303K	Buy	+8,151	New	+$301K	0.26%	46

Other funds holding SPIB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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