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

Team Financial 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	-$33	–	181
2023 Q4	$33	Hold	1	–	–	﹤0.01%	215
2023 Q3	$32	Buy	+1	New	+$32	﹤0.01%	201

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

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 San Francisco, California $530B AUM 22.01% 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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 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

Team Financial Group's SPIB Position: Q1 2024 in Review

Team Financial Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2024, closing a stake of 1 share — an estimated $33 sold.

Team Financial Group first reported a position in SPIB in Q3 2023 and held it in 2 quarters. The position peaked at $33 in Q4 2023. 484 funds tracked by Wall St. Rank hold SPIB as of Q1 2024.

Team Financial Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Team Financial Group sold 1 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share in Q1 2024, an estimated $33.
Team Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2023 and held it in 2 quarters.
Team Financial Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $33 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 Team Financial Group's 13F filing for Q1 2024, filed 13 May 2024.