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

Tiedemann 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
2023 Q3	–	Sell	-15,500	Closed	-$498K	–	283
2023 Q2	$498K	Hold	15,500	–	–	0.02%	161
2023 Q1	$504K	Sell	15,500 -15,680	-50%	-$506K	0.02%	152
2022 Q4	$992K	Buy	+31,180	New	+$986K	0.05%	118

Other funds holding SPIB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

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

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Tiedemann Advisors's SPIB Position: Q3 2023 in Review

Tiedemann Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2023, closing a stake of 15,500 shares — an estimated $498K sold.

Tiedemann Advisors first reported a position in SPIB in Q4 2022 and held it in 3 quarters. The position peaked at $992K in Q4 2022. 409 funds tracked by Wall St. Rank hold SPIB as of Q3 2023.

Tiedemann Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Tiedemann Advisors sold 15,500 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2023, an estimated $498K.
Tiedemann Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
Tiedemann Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $992K in Q4 2022.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.