WealthPLAN Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

WealthPLAN Partners’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	-42	Closed	-$1.35K	–	1044
2023 Q2	$1.35K	Sell	42 -149	-78%	-$4.81K	﹤0.01%	1117
2023 Q1	$6.21K	Buy	+191	New	+$6.16K	﹤0.01%	961
2020 Q4	–	Sell	-13,860	Closed	-$510K	–	350
2020 Q3	$510K	Sell	13,860 -933	-6%	-$34.3K	0.05%	194
2020 Q2	$545K	Buy	14,793 +1,354	+10%	+$48.2K	0.06%	177
2020 Q1	$474K	Buy	13,439 +2,972	+28%	+$104K	0.06%	157
2019 Q4	$374K	Sell	10,467 -584	-5%	-$20.6K	0.04%	179
2019 Q3	$388K	Buy	11,051 +2,486	+29%	+$87.2K	0.05%	164
2019 Q2	$300K	Sell	8,565 -386	-4%	-$13.2K	0.05%	183
2019 Q1	$306K	Sell	8,951 -578	-6%	-$19.4K	0.05%	199
2018 Q4	$321K	Buy	9,529 +829	+10%	+$27.3K	0.05%	186
2018 Q3	$286K	Buy	+8,700	New	+$290K	0.05%	193
2016 Q3	$6.18K	Sell	178 -409	-70%	-$14.3K	﹤0.01%	674
2016 Q2	$6.22K	Buy	+587	New	+$20.2K	﹤0.01%	1905

Other funds holding SPIB

Charles Schwab San Francisco, California $751B AUM 38.74% 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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $18.1B AUM 24.63% 1-Year Est. Return

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

CCWA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthPLAN Partners's SPIB Position: Q3 2023 in Review

WealthPLAN Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2023, closing a stake of 42 shares — an estimated $1.35K sold.

WealthPLAN Partners first reported a position in SPIB in Q2 2016 and held it in 13 quarters. The position peaked at $545K in Q2 2020. 408 funds tracked by Wall St. Rank hold SPIB as of Q3 2023.

WealthPLAN Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 42 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2023, an estimated $1.35K.
WealthPLAN Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2016 and held it in 13 quarters.
WealthPLAN Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $545K in Q2 2020.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.