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Buckingham Capital Management (Ohio)’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Buckingham Capital Management (Ohio)’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 		$105M Buy
3,191,870
+238,037
+8% +$7.88M 12% 1
2024
Q3 		$99.6M Buy
2,953,833
+136,802
+5% +$4.55M 11.39% 1
2024
Q2 		$91.7M Buy
2,817,031
+241,412
+9% +$7.82M 10.97% 1
2024
Q1 		$84.2M Buy
2,575,619
+514,906
+25% +$16.8M 10.32% 1
2023
Q4 		$67.7M Buy
2,060,713
+324,504
+19% +$10.3M 9.06% 1
2023
Q3 		$54.6M Buy
1,736,209
+274,963
+19% +$8.76M 8.32% 1
2023
Q2 		$46.9M Buy
1,461,246
+181,115
+14% +$5.85M 6.99% 1
2023
Q1 		$41.6M Buy
1,280,131
+223,361
+21% +$7.2M 6.65% 1
2022
Q4 		$33.6M Buy
1,056,770
+543,075
+106% +$17.2M 5.86% 1
2022
Q3 		$16.1M Buy
513,695
+459,189
+842% +$15M 3.12% 7
2022
Q2 		$1.78M Buy
+54,506
New +$1.8M 0.33% 59

Other funds holding SPIB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
Morgan Stanley
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s SPIB Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 8.1% in Q4 2024, buying an estimated $7.88M and bringing the position to 3,191,870 shares worth $105M. The position accounts for 12% of the portfolio, ranked #1.

Buckingham Capital Management (Ohio) first reported a position in SPIB in Q2 2022 and has held it in 11 quarters since. 557 funds tracked by Wall St. Rank hold SPIB as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 3,191,870 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $105M as of Q4 2024.
  • Buckingham Capital Management (Ohio) bought 238,037 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2024, an estimated $7.88M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 12% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #1 holding.
  • Buckingham Capital Management (Ohio) first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2022 and has held it in 11 quarters since.
  • 557 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.