U.S. Capital Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

U.S. Capital Wealth 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
2024 Q4	–	Sell	-6,703	Closed	-$226K	–	831
2024 Q3	$226K	Buy	+6,703	New	+$223K	0.01%	652
2023 Q1	–	Sell	-1,039	Closed	-$33.1K	–	1403
2022 Q4	$33.1K	Buy	+1,039	New	+$32.9K	﹤0.01%	979

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

U.S. Capital Wealth Advisors's SPIB Position: Q4 2024 in Review

U.S. Capital Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2024, closing a stake of 6,703 shares — an estimated $226K sold.

U.S. Capital Wealth Advisors first reported a position in SPIB in Q4 2022 and held it in 2 quarters. The position peaked at $226K in Q3 2024. 557 funds tracked by Wall St. Rank hold SPIB as of Q4 2024.

U.S. Capital Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 6,703 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2024, an estimated $226K.
U.S. Capital Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
U.S. Capital Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $226K in Q3 2024.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2024.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.