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

SignalPoint Asset 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 Q2	–	Sell	-65,080	Closed	-$2.13M	–	266
2024 Q1	$2.13M	Sell	65,080 -29,672	-31%	-$968K	0.58%	35
2023 Q4	$3.11M	Sell	94,752 -5,453	-5%	-$173K	0.92%	23
2023 Q3	$3.15M	Buy	100,205 +694	+0.7%	+$22.1K	1%	20
2023 Q2	$3.2M	Sell	99,511 -1,571	-2%	-$50.7K	0.98%	18
2023 Q1	$3.28M	Buy	101,082 +16,388	+19%	+$529K	1.04%	16
2022 Q4	$2.7M	Buy	84,694 +9,768	+13%	+$309K	0.94%	18
2022 Q3	$2.35M	Buy	74,926 +13,948	+23%	+$455K	0.89%	23
2022 Q2	$1.99M	Buy	60,978 +1,868	+3%	+$61.8K	0.73%	37
2022 Q1	$2.02M	Sell	59,110 -1,491	-2%	-$52.2K	0.64%	40
2021 Q4	$2.19M	Buy	60,601 +8,416	+16%	+$305K	0.67%	38
2021 Q3	$1.91M	Buy	52,185 +10,123	+24%	+$372K	0.61%	43
2021 Q2	$1.54M	Buy	42,062 +1,947	+5%	+$71.1K	0.5%	52
2021 Q1	$1.45M	Buy	40,115 +18,407	+85%	+$675K	0.51%	49
2020 Q4	$807K	Buy	21,708 +8,713	+67%	+$322K	0.31%	77
2020 Q3	$478K	Buy	+12,995	New	+$478K	0.2%	107

Other funds holding SPIB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SignalPoint Asset Management's SPIB Position: Q2 2024 in Review

SignalPoint Asset Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2024, closing a stake of 65,080 shares — an estimated $2.13M sold.

SignalPoint Asset Management first reported a position in SPIB in Q3 2020 and held it in 15 quarters. The position peaked at $3.28M in Q1 2023. 490 funds tracked by Wall St. Rank hold SPIB as of Q2 2024.

SignalPoint Asset Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
SignalPoint Asset Management sold 65,080 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2024, an estimated $2.13M.
SignalPoint Asset Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2020 and held it in 15 quarters.
SignalPoint Asset Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.28M in Q1 2023.
490 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2024.

Based on SignalPoint Asset Management's 13F filing for Q2 2024, filed 22 Jul 2024.