PBF
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Petix & Botte Financial’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Petix & Botte Financial’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
Q2 		– Sell
-7,296
Closed -$238K – 153
2024
Q1 		$238K Buy
+7,296
New +$238K 0.06% 125

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Creative Planning
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Wells Fargo
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DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Petix & Botte Financial's SPIB Position: Q2 2024 in Review

Petix & Botte Financial sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2024, closing a stake of 7,296 shares — an estimated $238K sold.

Petix & Botte Financial first reported a position in SPIB in Q1 2024 and held it in 1 quarter. The position peaked at $238K in Q1 2024. 490 funds tracked by Wall St. Rank hold SPIB as of Q2 2024.

  • Petix & Botte Financial reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 7,296 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2024, an estimated $238K.
  • Petix & Botte Financial first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $238K in Q1 2024.
  • 490 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.