Cambridge Trust’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Cambridge Trust’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 Q1	$178K	Hold	5,437	–	–	0.01%	276
2023 Q4	$178K	Hold	5,437	–	–	0.01%	280
2023 Q3	$171K	Hold	5,437	–	–	0.01%	278
2023 Q2	$175K	Sell	5,437 -2,674	-33%	-$86.3K	0.01%	285
2023 Q1	$264K	Buy	8,111 +2,674	+49%	+$86.2K	0.01%	250
2022 Q4	$173K	Sell	5,437 -3,208	-37%	-$101K	0.01%	299
2022 Q3	$271K	Sell	8,645 -3,361	-28%	-$110K	0.01%	245
2022 Q2	$392K	Buy	12,006 +6,801	+131%	+$225K	0.02%	226
2022 Q1	$178K	Buy	5,205 +2,483	+91%	+$86.9K	0.01%	351
2021 Q4	$98K	Buy	+2,722	New	+$98.7K	﹤0.01%	425

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

GIM

GE Investment Management Norwalk, Connecticut $321M AUM 45.06% 1-Year Est. Return

CSIA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Trust's SPIB Position: Q1 2024 in Review

Cambridge Trust held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q1 2024 at 5,437 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #276.

Cambridge Trust first reported a position in SPIB in Q4 2021 and has held it in 10 quarters since. The position peaked at $392K in Q2 2022. 484 funds tracked by Wall St. Rank hold SPIB as of Q1 2024.

Cambridge Trust held 5,437 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $178K as of Q1 2024.
Cambridge Trust left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q1 2024.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Cambridge Trust's portfolio in Q1 2024, its #276 holding.
Cambridge Trust first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and has held it in 10 quarters since.
Cambridge Trust's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $392K in Q2 2022.
484 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.