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

Stratos Wealth Advisors’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 Q3	–	Sell	-73,229	Closed	-$2.38M	–	761
2024 Q2	$2.38M	Sell	73,229 -222	-0.3%	-$7.19K	0.12%	180
2024 Q1	$2.4M	Sell	73,451 -32,982	-31%	-$1.08M	0.14%	171
2023 Q4	$3.49M	Sell	106,433 -10,237	-9%	-$325K	0.2%	148
2023 Q3	$3.67M	Buy	+116,670	New	+$3.72M	0.24%	119
2022 Q4	–	Sell	-7,551	Closed	-$237K	–	583
2022 Q3	$237K	Sell	7,551 -5,243	-41%	-$171K	0.02%	452
2022 Q2	$417K	Buy	+12,794	New	+$423K	0.04%	390
2022 Q1	–	Sell	-24,954	Closed	-$902K	–	574
2021 Q4	$902K	Sell	24,954 -10,127	-29%	-$367K	0.06%	299
2021 Q3	$1.28M	Sell	35,081 -17,584	-33%	-$646K	0.11%	219
2021 Q2	$1.93M	Sell	52,665 -3,008	-5%	-$110K	0.17%	158
2021 Q1	$2.02M	Sell	55,673 -48,219	-46%	-$1.77M	0.21%	122
2020 Q4	$3.86M	Buy	103,892 +67,495	+185%	+$2.49M	0.53%	47
2020 Q3	$1.34M	Buy	36,397 +17,318	+91%	+$638K	0.33%	81
2020 Q2	$697K	Buy	+19,079	New	+$679K	0.21%	114

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

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Stratos Wealth Advisors's SPIB Position: Q3 2024 in Review

Stratos Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2024, closing a stake of 73,229 shares — an estimated $2.38M sold.

Stratos Wealth Advisors first reported a position in SPIB in Q2 2020 and held it in 13 quarters. The position peaked at $3.86M in Q4 2020. 496 funds tracked by Wall St. Rank hold SPIB as of Q3 2024.

Stratos Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Stratos Wealth Advisors sold 73,229 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2024, an estimated $2.38M.
Stratos Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2020 and held it in 13 quarters.
Stratos Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.86M in Q4 2020.
496 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2024.

Based on Stratos Wealth Advisors's 13F filing for Q3 2024, filed 17 Oct 2024.