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

Towerpoint Wealth’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 Q4	–	Sell	-6,718	Closed	-$211K	–	83
2023 Q3	$211K	Sell	6,718 -4,349	-39%	-$139K	0.13%	73
2023 Q2	$355K	Sell	11,067 -5,215	-32%	-$168K	0.2%	62
2023 Q1	$529K	Sell	16,282 -1,346	-8%	-$43.4K	0.3%	51
2022 Q4	$561K	Buy	17,628 +1,958	+12%	+$61.9K	0.32%	48
2022 Q3	$491K	Sell	15,670 -4,485	-22%	-$146K	0.3%	52
2022 Q2	$658K	Buy	+20,155	New	+$666K	0.39%	44

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

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

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Towerpoint Wealth's SPIB Position: Q4 2023 in Review

Towerpoint Wealth sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2023, closing a stake of 6,718 shares — an estimated $211K sold.

Towerpoint Wealth first reported a position in SPIB in Q2 2022 and held it in 6 quarters. The position peaked at $658K in Q2 2022. 453 funds tracked by Wall St. Rank hold SPIB as of Q4 2023.

Towerpoint Wealth reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Towerpoint Wealth sold 6,718 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2023, an estimated $211K.
Towerpoint Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2022 and held it in 6 quarters.
Towerpoint Wealth's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $658K in Q2 2022.
453 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2023.

Based on Towerpoint Wealth's 13F filing for Q4 2023, filed 23 Jan 2024.