Planned Solutions’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Planned Solutions’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 Q4	–	Sell	-50	Closed	-$1.69K	–	555
2024 Q3	$1.69K	Buy	+50	New	+$1.66K	﹤0.01%	562
2024 Q1	–	Sell	-50	Closed	-$1.64K	–	481
2023 Q4	$1.64K	Buy	+50	New	+$1.59K	﹤0.01%	516
2021 Q1	–	Sell	-50	Closed	-$2K	–	356
2020 Q4	$2K	Hold	50	–	–	﹤0.01%	439
2020 Q3	$2K	Buy	+50	New	+$1.84K	﹤0.01%	316

Other funds holding SPIB

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DADC

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

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Planned Solutions's SPIB Position: Q4 2024 in Review

Planned Solutions sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2024, closing a stake of 50 shares — an estimated $1.69K sold.

Planned Solutions first reported a position in SPIB in Q3 2020 and held it in 4 quarters. The position peaked at $2K in Q4 2020. 557 funds tracked by Wall St. Rank hold SPIB as of Q4 2024.

Planned Solutions reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 50 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2024, an estimated $1.69K.
Planned Solutions first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2020 and held it in 4 quarters.
Planned Solutions's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2K in Q4 2020.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.