Sowell Financial Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Sowell Financial Services’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 Q4	–	Sell	-24,779	Closed	-$835K	–	594
2024 Q3	$835K	Buy	24,779 +8,773	+55%	+$292K	0.04%	370
2024 Q2	$521K	Buy	16,006 +4,579	+40%	+$148K	0.02%	431
2024 Q1	$374K	Sell	11,427 -3,566	-24%	-$116K	0.02%	491
2023 Q4	$492K	Buy	14,993 +4,913	+49%	+$156K	0.03%	431
2023 Q3	$317K	Sell	10,080 -664	-6%	-$21.1K	0.02%	456
2023 Q2	$345K	Buy	+10,744	New	+$347K	0.02%	499
2023 Q1	–	Sell	-12,144	Closed	-$387K	–	827
2022 Q4	$387K	Buy	+12,144	New	+$384K	0.03%	458
2021 Q2	–	Sell	-26,413	Closed	-$964K	–	2405
2021 Q1	$964K	Sell	26,413 -1,358	-5%	-$49.8K	0.03%	428
2020 Q4	$1.03M	Sell	27,771 -3,290	-11%	-$121K	0.04%	323
2020 Q3	$1.14M	Sell	31,061 -2,648	-8%	-$97.5K	0.06%	269
2020 Q2	$1.23M	Buy	33,709 +16,202	+93%	+$576K	0.07%	236
2020 Q1	$595K	Buy	17,507 +5,765	+49%	+$202K	0.04%	351
2019 Q4	$415K	Buy	11,742 +8,208	+232%	+$289K	0.03%	506
2019 Q3	$125K	Buy	+3,534	New	+$124K	0.01%	774

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

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

DADC

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

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Sowell Financial Services's SPIB Position: Q4 2024 in Review

Sowell Financial Services sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2024, closing a stake of 24,779 shares — an estimated $835K sold.

Sowell Financial Services first reported a position in SPIB in Q3 2019 and held it in 14 quarters. The position peaked at $1.23M in Q2 2020. 557 funds tracked by Wall St. Rank hold SPIB as of Q4 2024.

Sowell Financial Services reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Sowell Financial Services sold 24,779 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2024, an estimated $835K.
Sowell Financial Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2019 and held it in 14 quarters.
Sowell Financial Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.23M in Q2 2020.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.