Retirement Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Retirement Group’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	$8.01K	Hold	245	–	–	﹤0.01%	499
2023 Q4	$8.04K	Hold	245	–	–	﹤0.01%	477
2023 Q3	$7.71K	Hold	245	–	–	﹤0.01%	439
2023 Q2	$7.87K	Hold	245	–	–	﹤0.01%	447
2023 Q1	$8K	Hold	245	–	–	﹤0.01%	435
2022 Q4	$8K	Buy	245 +190	+345%	+$6.01K	﹤0.01%	384
2022 Q3	$2K	Sell	55 -190	-78%	-$6.19K	﹤0.01%	413
2022 Q2	$8K	Hold	245	–	–	﹤0.01%	475
2022 Q1	$8K	Buy	245 +55	+29%	+$1.93K	﹤0.01%	503
2021 Q4	$7K	Hold	190	–	–	﹤0.01%	488
2021 Q3	$7K	Hold	190	–	–	﹤0.01%	420
2021 Q2	$7K	Hold	190	–	–	﹤0.01%	454
2021 Q1	$7K	Hold	190	–	–	﹤0.01%	520
2020 Q4	$7K	Hold	190	–	–	﹤0.01%	472
2020 Q3	$7K	Hold	190	–	–	﹤0.01%	453
2020 Q2	$7K	Buy	+190	New	+$6.76K	﹤0.01%	420
2019 Q4	$7K	Buy	+190	New	+$6.7K	﹤0.01%	419

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

GIM

GE Investment Management Norwalk, Connecticut $244M AUM 41.62% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 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

Retirement Group's SPIB Position: Q1 2024 in Review

Retirement Group held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q1 2024 at 245 shares worth $8.01K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Retirement Group first reported a position in SPIB in Q4 2019 and has held it in 17 quarters since. The position peaked at $8.04K in Q4 2023. 484 funds tracked by Wall St. Rank hold SPIB as of Q1 2024.

Retirement Group held 245 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $8.01K as of Q1 2024.
Retirement Group left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q1 2024.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #499 holding.
Retirement Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $8.04K 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 Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.