O'Dell Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

O'Dell 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 Q1	–	Sell	-2,383	Closed	-$78.2K	–	411
2023 Q4	$78.2K	Buy	+2,383	New	+$75.7K	0.02%	162
2023 Q3	–	Sell	-2,383	Closed	-$76.5K	–	413
2023 Q2	$76.5K	Buy	+2,383	New	+$76.9K	0.02%	153
2022 Q4	–	Sell	-2,383	Closed	-$75K	–	347
2022 Q3	$75K	Hold	2,383	–	–	0.03%	120
2022 Q2	$78K	Hold	2,383	–	–	0.03%	125
2022 Q1	$81K	Hold	2,383	–	–	0.02%	134
2021 Q4	$86K	Hold	2,383	–	–	0.03%	124
2021 Q3	$87K	Buy	+2,383	New	+$87.6K	0.03%	117

Other funds holding SPIB

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

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 San Francisco, California $530B AUM 22.01% 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

DADC

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

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

O'Dell Group's SPIB Position: Q1 2024 in Review

O'Dell Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2024, closing a stake of 2,383 shares — an estimated $78.2K sold.

O'Dell Group first reported a position in SPIB in Q3 2021 and held it in 7 quarters. The position peaked at $87K in Q3 2021. 484 funds tracked by Wall St. Rank hold SPIB as of Q1 2024.

O'Dell Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 2,383 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2024, an estimated $78.2K.
O'Dell Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2021 and held it in 7 quarters.
O'Dell Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $87K in Q3 2021.
484 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.