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

Revisor Wealth 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
2023 Q4	–	Sell	-8,073	Closed	-$254K	–	167
2023 Q3	$254K	Sell	8,073 -1,464	-15%	-$46.6K	0.22%	128
2023 Q2	$306K	Sell	9,537 -3	-0%	-$97	0.27%	104
2023 Q1	$310K	Buy	+9,540	New	+$308K	0.28%	90

Other funds holding SPIB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Revisor Wealth Management's SPIB Position: Q4 2023 in Review

Revisor Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2023, closing a stake of 8,073 shares — an estimated $254K sold.

Revisor Wealth Management first reported a position in SPIB in Q1 2023 and held it in 3 quarters. The position peaked at $310K in Q1 2023. 453 funds tracked by Wall St. Rank hold SPIB as of Q4 2023.

Revisor Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Revisor Wealth Management sold 8,073 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2023, an estimated $254K.
Revisor Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
Revisor Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $310K in Q1 2023.
453 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2023.

Based on Revisor Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.