Wescott Financial Advisory Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Wescott Financial Advisory Group’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	-6,125	Closed	-$206K	–	176
2024 Q3	$206K	Buy	+6,125	New	+$204K	0.02%	166
2024 Q2	–	Sell	-6,121	Closed	-$200K	–	169
2024 Q1	$200K	Buy	6,121 +1	+0%	+$33	0.02%	154
2023 Q4	$201K	Buy	+6,120	New	+$194K	0.03%	159
2023 Q3	–	Sell	-6,311	Closed	-$203K	–	163
2023 Q2	$203K	Sell	6,311 -144	-2%	-$4.65K	0.04%	154
2023 Q1	$210K	Sell	6,455 -9,972	-61%	-$322K	0.05%	149
2022 Q4	$523K	Sell	16,427 -5,014	-23%	-$159K	0.11%	90
2022 Q3	$672K	Sell	21,441 -21,537	-50%	-$702K	0.19%	70
2022 Q2	$1.4M	Sell	42,978 -12,193	-22%	-$403K	0.38%	42
2022 Q1	$1.88M	Buy	+55,171	New	+$1.93M	0.49%	34

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

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

DADC

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

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Wescott Financial Advisory Group's SPIB Position: Q4 2024 in Review

Wescott Financial Advisory Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2024, closing a stake of 6,125 shares — an estimated $206K sold.

Wescott Financial Advisory Group first reported a position in SPIB in Q1 2022 and held it in 9 quarters. The position peaked at $1.88M in Q1 2022. 558 funds tracked by Wall St. Rank hold SPIB as of Q4 2024.

Wescott Financial Advisory Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Wescott Financial Advisory Group sold 6,125 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2024, an estimated $206K.
Wescott Financial Advisory Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2022 and held it in 9 quarters.
Wescott Financial Advisory Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.88M in Q1 2022.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2024.

Based on Wescott Financial Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.