ODG
SPIB icon

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
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