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Summit Securities Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Summit Securities Group’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
-1
Closed – – 854
2023
Q4 		$0 Buy
+1
New +$32 ﹤0.01% 892

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
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
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

Summit Securities Group's SPIB Position: Q1 2024 in Review

Summit Securities Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2024, closing a stake of 1 share.

Summit Securities Group first reported a position in SPIB in Q4 2023 and held it in 1 quarter. The position peaked at $0 in Q4 2023. 484 funds tracked by Wall St. Rank hold SPIB as of Q1 2024.

  • Summit Securities Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Summit Securities Group sold 1 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share in Q1 2024.
  • Summit Securities Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Summit Securities Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $0 in Q4 2023.
  • 484 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2024.

Based on Summit Securities Group's 13F filing for Q1 2024, filed 13 May 2024.