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Processus Wealth & Capital Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Processus Wealth & Capital Management’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
Q1 		– Sell
-11,333
Closed -$372K – 41
2023
Q4 		$372K Buy
+11,333
New +$360K 0.37% 38

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GIM
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CSIA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 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

Processus Wealth & Capital Management's SPIB Position: Q1 2024 in Review

Processus Wealth & Capital Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2024, closing a stake of 11,333 shares — an estimated $372K sold.

Processus Wealth & Capital Management first reported a position in SPIB in Q4 2023 and held it in 1 quarter. The position peaked at $372K in Q4 2023. 484 funds tracked by Wall St. Rank hold SPIB as of Q1 2024.

  • Processus Wealth & Capital Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Processus Wealth & Capital Management sold 11,333 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2024, an estimated $372K.
  • Processus Wealth & Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Processus Wealth & Capital Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $372K in Q4 2023.
  • 484 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2024.

Based on Processus Wealth & Capital Management's 13F filing for Q1 2024, filed 16 Apr 2024.