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

World Equity 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
2023 Q2	–	Sell	-231,522	Closed	-$1.91M	–	533
2023 Q1	$1.91M	Buy	231,522 +199,321	+619%	+$6.43M	0.29%	87
2022 Q4	$1.02M	Buy	32,201 +229	+0.7%	+$7.24K	0.24%	113
2022 Q3	$1M	Buy	31,972 +1,315	+4%	+$42.9K	0.25%	100
2022 Q2	$1M	Sell	30,657 -2,220	-7%	-$73.4K	0.25%	112
2022 Q1	$1.12M	Buy	+32,877	New	+$1.15M	0.24%	115

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

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

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

World Equity Group's SPIB Position: Q2 2023 in Review

World Equity Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2023, closing a stake of 231,522 shares — an estimated $1.91M sold.

World Equity Group first reported a position in SPIB in Q1 2022 and held it in 5 quarters. The position peaked at $1.91M in Q1 2023. 409 funds tracked by Wall St. Rank hold SPIB as of Q2 2023.

World Equity Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 231,522 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2023, an estimated $1.91M.
World Equity Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2022 and held it in 5 quarters.
World Equity Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.91M in Q1 2023.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.