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

Bessemer 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
2021 Q4	–	Sell	-13	Closed	–	–	1968
2021 Q3	$0	Hold	13	–	–	﹤0.01%	1752
2021 Q2	$0	Hold	13	–	–	﹤0.01%	1641
2021 Q1	$0	Sell	13 -211	-94%	-$7.74K	﹤0.01%	1629
2020 Q4	$8K	Buy	+224	New	+$8.27K	﹤0.01%	1329
2018 Q2	–	Sell	-242	Closed	-$8K	–	1784
2018 Q1	$8K	Buy	+242	New	+$8.16K	﹤0.01%	1505

Other funds holding SPIB

CSIA

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

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

TAIM

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

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Bessemer Group's SPIB Position: Q4 2021 in Review

Bessemer Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2021, closing a stake of 13 shares.

Bessemer Group first reported a position in SPIB in Q1 2018 and held it in 5 quarters. The position peaked at $8K in Q4 2020. 390 funds tracked by Wall St. Rank hold SPIB as of Q4 2021.

Bessemer Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Bessemer Group sold 13 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2021.
Bessemer Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2018 and held it in 5 quarters.
Bessemer Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $8K in Q4 2020.
390 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2021.

Based on Bessemer Group's 13F filing for Q4 2021, filed 27 Jan 2022.