Private Ocean’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Private Ocean’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	$26K	Hold	800	–	–	﹤0.01%	318
2024 Q1	$26.2K	Hold	800	–	–	﹤0.01%	296
2023 Q4	$26.3K	Hold	800	–	–	﹤0.01%	298
2023 Q3	$25.2K	Sell	800 -72	-8%	-$2.29K	﹤0.01%	290
2023 Q2	$28K	Buy	872 +72	+9%	+$2.33K	﹤0.01%	311
2023 Q1	$26K	Hold	800	–	–	﹤0.01%	298
2022 Q4	$25.5K	Buy	+800	New	+$25.3K	﹤0.01%	297

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

Private Ocean's SPIB Position: Q2 2024 in Review

Private Ocean held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q2 2024 at 800 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Private Ocean first reported a position in SPIB in Q4 2022 and has held it in 7 quarters since. The position peaked at $28K in Q2 2023. 490 funds tracked by Wall St. Rank hold SPIB as of Q2 2024.

Private Ocean held 800 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $26K as of Q2 2024.
Private Ocean left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q2 2024.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #318 holding.
Private Ocean first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and has held it in 7 quarters since.
Private Ocean's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $28K in Q2 2023.
490 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.