Salomon & Ludwin’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Salomon & Ludwin’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	-276	Closed	-$8.68K	–	883
2023 Q4	$8.68K	Hold	276	–	–	﹤0.01%	516
2023 Q3	$8.68K	Buy	+276	New	+$8.79K	﹤0.01%	514
2020 Q2	–	Sell	-276	Closed	-$9K	–	199
2020 Q1	$9K	Hold	276	–	–	﹤0.01%	171
2019 Q4	$10K	Buy	+276	New	+$9.73K	﹤0.01%	182

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

Salomon & Ludwin's SPIB Position: Q1 2024 in Review

Salomon & Ludwin sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2024, closing a stake of 276 shares — an estimated $8.68K sold.

Salomon & Ludwin first reported a position in SPIB in Q4 2019 and held it in 4 quarters. The position peaked at $10K in Q4 2019. 484 funds tracked by Wall St. Rank hold SPIB as of Q1 2024.

Salomon & Ludwin reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Salomon & Ludwin sold 276 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2024, an estimated $8.68K.
Salomon & Ludwin first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
Salomon & Ludwin's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $10K in Q4 2019.
484 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2024.

Based on Salomon & Ludwin's 13F filing for Q1 2024, filed 2 May 2024.