Prevail Innovative Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Prevail Innovative Wealth Advisors’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	–	Sell	-7,653	Closed	-$249K	–	200
2024 Q2	$249K	Sell	7,653 -24,209	-76%	-$784K	0.09%	133
2024 Q1	$1.04M	Sell	31,862 -10,791	-25%	-$352K	0.39%	88
2023 Q4	$1.4M	Sell	42,653 -84,917	-67%	-$2.7M	0.67%	62
2023 Q3	$4.01M	Sell	127,570 -19,679	-13%	-$627K	2.08%	6
2023 Q2	$4.73M	Buy	+147,249	New	+$4.75M	2.59%	7

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 $16.5B AUM 19.94% 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 $49B AUM 17.78% 1-Year Est. Return

Prevail Innovative Wealth Advisors's SPIB Position: Q3 2024 in Review

Prevail Innovative Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2024, closing a stake of 7,653 shares — an estimated $249K sold.

Prevail Innovative Wealth Advisors first reported a position in SPIB in Q2 2023 and held it in 5 quarters. The position peaked at $4.73M in Q2 2023. 496 funds tracked by Wall St. Rank hold SPIB as of Q3 2024.

Prevail Innovative Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 7,653 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2024, an estimated $249K.
Prevail Innovative Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2023 and held it in 5 quarters.
Prevail Innovative Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4.73M in Q2 2023.
496 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.