Providence Capital Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Providence Capital 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 Q4	–	Sell	-159	Closed	-$5.36K	–	304
2024 Q3	$5.36K	Buy	+159	New	+$5.28K	﹤0.01%	284
2022 Q4	–	Sell	-9	Closed	–	–	339
2022 Q3	$0	Buy	+9	New	+$293	﹤0.01%	340
2020 Q3	–	Sell	-5	Closed	–	–	234
2020 Q2	$0	Buy	+5	New	+$178	﹤0.01%	250

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

Providence Capital Advisors's SPIB Position: Q4 2024 in Review

Providence Capital Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2024, closing a stake of 159 shares — an estimated $5.36K sold.

Providence Capital Advisors first reported a position in SPIB in Q2 2020 and held it in 3 quarters. The position peaked at $5.36K in Q3 2024. 557 funds tracked by Wall St. Rank hold SPIB as of Q4 2024.

Providence Capital Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Providence Capital Advisors sold 159 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2024, an estimated $5.36K.
Providence Capital Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2020 and held it in 3 quarters.
Providence Capital Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $5.36K in Q3 2024.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2024.

Based on Providence Capital Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.