WR Wealth Planners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

WR Wealth Planners’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	$2.1M	Buy	64,035 +4,705	+8%	+$156K	0.67%	22
2024 Q3	$2M	Buy	59,330 +6,758	+13%	+$225K	0.56%	32
2024 Q2	$1.71M	Buy	52,572 +5,320	+11%	+$172K	0.52%	33
2024 Q1	$1.54M	Sell	47,252 -193,799	-80%	-$6.32M	0.48%	36
2023 Q4	$7.91M	Buy	241,051 +742	+0.3%	+$23.6K	2.94%	9
2023 Q3	$7.56M	Buy	240,309 +27,522	+13%	+$877K	2.88%	8
2023 Q2	$6.83M	Buy	212,787 +11,095	+6%	+$358K	2.65%	9
2023 Q1	$6.55M	Buy	201,692 +200,980	+28,228%	+$6.48M	2.83%	7
2022 Q4	$22.7K	Hold	712	–	–	0.01%	208
2022 Q3	$22.3K	Sell	712 -225	-24%	-$7.33K	0.02%	199
2022 Q2	$30.6K	Hold	937	–	–	0.02%	203
2022 Q1	$32K	Buy	+937	New	+$32.8K	0.02%	198

Other funds holding SPIB

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $14.6B AUM 40.95% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

WR Wealth Planners's SPIB Position: Q4 2024 in Review

WR Wealth Planners increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 7.9% in Q4 2024, buying an estimated $156K and bringing the position to 64,035 shares worth $2.1M. The position accounts for 0.67% of the portfolio, ranked #22.

WR Wealth Planners first reported a position in SPIB in Q1 2022 and has held it in 12 quarters since. The position peaked at $7.91M in Q4 2023. 557 funds tracked by Wall St. Rank hold SPIB as of Q4 2024.

WR Wealth Planners held 64,035 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $2.1M as of Q4 2024.
WR Wealth Planners bought 4,705 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2024, an estimated $156K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.67% of WR Wealth Planners's portfolio in Q4 2024, its #22 holding.
WR Wealth Planners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $7.91M in Q4 2023.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.