Systelligence LLC’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Systelligence LLC’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	-91,662	Closed	-$3.09M	–	47
2024 Q3	$3.09M	Sell	91,662 -21,113	-19%	-$702K	0.77%	41
2024 Q2	$3.67M	Sell	112,775 -525	-0.5%	-$17K	0.98%	39
2024 Q1	$3.7M	Sell	113,300 -49	-0%	-$1.6K	0.97%	39
2023 Q4	$3.72M	Sell	113,349 -22,224	-16%	-$706K	1.02%	38
2023 Q3	$4.26M	Buy	135,573 +5,165	+4%	+$165K	1.2%	37
2023 Q2	$4.19M	Buy	130,408 +41,892	+47%	+$1.35M	1.32%	34
2023 Q1	$2.88M	Buy	+88,516	New	+$2.85M	0.74%	34

Other funds holding SPIB

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DADC

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

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Systelligence LLC's SPIB Position: Q4 2024 in Review

Systelligence LLC sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2024, closing a stake of 91,662 shares — an estimated $3.09M sold.

Systelligence LLC first reported a position in SPIB in Q1 2023 and held it in 7 quarters. The position peaked at $4.26M in Q3 2023. 557 funds tracked by Wall St. Rank hold SPIB as of Q4 2024.

Systelligence LLC reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Systelligence LLC sold 91,662 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2024, an estimated $3.09M.
Systelligence LLC first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2023 and held it in 7 quarters.
Systelligence LLC's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4.26M in Q3 2023.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2024.

Based on Systelligence LLC's 13F filing for Q4 2024, filed 31 Jan 2025.