WAG
SPIB icon

Wiser Advisor Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Wiser Advisor 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
Q3 		– Sell
-196
Closed -$6.35K – 289
2024
Q2 		$6.35K Sell
196
-6
-3% -$194 0.01% 213
2024
Q1 		$6.63K Buy
202
+1
+0.5% +$33 0.01% 209
2023
Q4 		$6.61K Buy
+201
New +$6.39K 0.01% 203

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wiser Advisor Group's SPIB Position: Q3 2024 in Review

Wiser Advisor Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2024, closing a stake of 196 shares — an estimated $6.35K sold.

Wiser Advisor Group first reported a position in SPIB in Q4 2023 and held it in 3 quarters. The position peaked at $6.63K in Q1 2024. 496 funds tracked by Wall St. Rank hold SPIB as of Q3 2024.

  • Wiser Advisor Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Wiser Advisor Group sold 196 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2024, an estimated $6.35K.
  • Wiser Advisor Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Wiser Advisor Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $6.63K in Q1 2024.
  • 496 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2024.

Based on Wiser Advisor Group's 13F filing for Q3 2024, filed 13 Nov 2024.