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

Rockbridge Investment 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
-5,925
Closed -$195K – 542
2023
Q4 		$195K Sell
5,925
-444
-7% -$14.1K 0.03% 115
2023
Q3 		$200K Sell
6,369
-196
-3% -$6.24K 0.04% 105
2023
Q2 		$211K Sell
6,565
-211
-3% -$6.81K 0.04% 105
2023
Q1 		$220K Sell
6,776
-275
-4% -$8.87K 0.04% 101
2022
Q4 		$224K Sell
7,051
-279
-4% -$8.82K 0.05% 100
2022
Q3 		$230K Buy
7,330
+441
+6% +$14.4K 0.05% 87
2022
Q2 		$225K Sell
6,889
-6,490
-49% -$215K 0.05% 96
2022
Q1 		$456K Sell
13,379
-5,552
-29% -$194K 0.07% 104
2021
Q4 		$684K Buy
18,931
+5,414
+40% +$196K 0.1% 94
2021
Q3 		$494K Sell
13,517
-141
-1% -$5.18K 0.08% 98
2021
Q2 		$501K Hold
13,658
– – 0.08% 100
2021
Q1 		$495K Sell
13,658
-41
-0.3% -$1.5K 0.09% 87
2020
Q4 		$509K Sell
13,699
-1,603
-10% -$59.2K 0.1% 86
2020
Q3 		$563K Sell
15,302
-13
-0.1% -$479 0.13% 75
2020
Q2 		$559K Buy
+15,315
New +$545K 0.15% 71

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GIM
GE Investment Management Norwalk, Connecticut $321M AUM 45.06% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Rockbridge Investment Management's SPIB Position: Q1 2024 in Review

Rockbridge Investment Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2024, closing a stake of 5,925 shares — an estimated $195K sold.

Rockbridge Investment Management first reported a position in SPIB in Q2 2020 and held it in 15 quarters. The position peaked at $684K in Q4 2021. 485 funds tracked by Wall St. Rank hold SPIB as of Q1 2024.

  • Rockbridge Investment Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 5,925 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2024, an estimated $195K.
  • Rockbridge Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2020 and held it in 15 quarters.
  • Rockbridge Investment Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $684K in Q4 2021.
  • 485 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.