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

Peterson Financial 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 Q3	$155K	Buy	+4,610	New	+$153K	0.6%	41
2024 Q1	–	Sell	-7,351	Closed	-$241K	–	30
2023 Q4	$241K	Buy	7,351 +99	+1%	+$3.15K	1.58%	23
2023 Q3	$228K	Buy	7,252 +117	+2%	+$3.73K	2.27%	17
2023 Q2	$229K	Buy	7,135 +30	+0.4%	+$969	2.1%	18
2023 Q1	$231K	Sell	7,105 -569	-7%	-$18.4K	2.32%	18
2022 Q4	$244K	Buy	7,674 +34	+0.4%	+$1.07K	0.32%	66
2022 Q3	$239K	Sell	7,640 -52	-0.7%	-$1.7K	0.23%	67
2022 Q2	$251K	Sell	7,692 -975	-11%	-$32.2K	0.24%	65
2022 Q1	$296K	Buy	8,667 +178	+2%	+$6.23K	0.25%	66
2021 Q4	$307K	Buy	+8,489	New	+$308K	0.25%	69

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

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

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

DADC

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

Morgan Stanley New York $1.66T AUM 25.57% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Peterson Financial Group's SPIB Position: Q3 2024 in Review

Peterson Financial Group opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2024: 4,610 shares worth $155K. The stake represents 0.6% of the portfolio and ranks #41 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in SPIB as recently as Q4 2023.

Peterson Financial Group first reported a position in SPIB in Q4 2021 and has held it in 10 quarters since. The position peaked at $307K in Q4 2021. 496 funds tracked by Wall St. Rank hold SPIB as of Q3 2024.

Peterson Financial Group held 4,610 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $155K as of Q3 2024.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Peterson Financial Group position in Q3 2024.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.6% of Peterson Financial Group's portfolio in Q3 2024, its #41 holding.
Peterson Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and has held it in 10 quarters since.
Peterson Financial Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $307K in Q4 2021.
496 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.