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

United Capital Financial 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 Q2	–	Sell	-7,392	Closed	-$242K	–	1109
2024 Q1	$242K	Buy	7,392 +705	+11%	+$23K	﹤0.01%	954
2023 Q4	$220K	Sell	6,687 -454	-6%	-$14.4K	﹤0.01%	974
2023 Q3	$225K	Buy	7,141 +48	+0.7%	+$1.53K	﹤0.01%	779
2023 Q2	$228K	Sell	7,093 -3,523	-33%	-$114K	﹤0.01%	829
2023 Q1	$345K	Sell	10,616 -1,780	-14%	-$57.4K	﹤0.01%	790
2022 Q4	$395K	Sell	12,396 -1,850	-13%	-$58.5K	﹤0.01%	803
2022 Q3	$446K	Sell	14,246 -12,687	-47%	-$414K	﹤0.01%	787
2022 Q2	$879K	Buy	26,933 +16,802	+166%	+$556K	﹤0.01%	658
2022 Q1	$346K	Sell	10,131 -1,253	-11%	-$43.9K	﹤0.01%	951
2021 Q4	$412K	Sell	11,384 -4,829	-30%	-$175K	﹤0.01%	919
2021 Q3	$592K	Buy	16,213 +2,021	+14%	+$74.3K	﹤0.01%	812
2021 Q2	$521K	Buy	14,192 +1,105	+8%	+$40.3K	﹤0.01%	852
2021 Q1	$474K	Sell	13,087 -9,244	-41%	-$339K	﹤0.01%	859
2020 Q4	$830K	Buy	22,331 +8,192	+58%	+$302K	0.01%	726
2020 Q3	$520K	Buy	14,139 +3,953	+39%	+$146K	﹤0.01%	823
2020 Q2	$372K	Sell	10,186 -3,619	-26%	-$129K	﹤0.01%	955
2020 Q1	$470K	Sell	13,805 -168,029	-92%	-$5.89M	﹤0.01%	841
2019 Q4	$6.42M	Sell	181,834 -1,908	-1%	-$67.3K	0.04%	378
2019 Q3	$6.48M	Sell	183,742 -32,400	-15%	-$1.14M	0.05%	356
2019 Q2	$7.55M	Sell	216,142 -5,226	-2%	-$179K	0.05%	340
2019 Q1	$7.56M	Sell	221,368 -25,619	-10%	-$861K	0.05%	331
2018 Q4	$8.16M	Buy	246,987 +203,685	+470%	+$6.71M	0.06%	288
2018 Q3	$1.44M	Buy	+43,302	New	+$1.44M	0.01%	676
2017 Q1	–	Sell	-20,742	Closed	-$703K	–	1288
2016 Q4	$703K	Buy	+20,742	New	+$711K	0.01%	841

Other funds holding SPIB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

CCWA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

United Capital Financial Advisors's SPIB Position: Q2 2024 in Review

United Capital Financial Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2024, closing a stake of 7,392 shares — an estimated $242K sold.

United Capital Financial Advisors first reported a position in SPIB in Q4 2016 and held it in 24 quarters. The position peaked at $8.16M in Q4 2018. 491 funds tracked by Wall St. Rank hold SPIB as of Q2 2024.

United Capital Financial Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
United Capital Financial Advisors sold 7,392 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2024, an estimated $242K.
United Capital Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2016 and held it in 24 quarters.
United Capital Financial Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $8.16M in Q4 2018.
491 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2024.

Based on United Capital Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.