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

Central Trust Company’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
Q3 		– Sell
-309
Closed -$10.1K – 1515
2024
Q2 		$10.1K Hold
309
– – ﹤0.01% 1067
2024
Q1 		$10.1K Buy
+309
New +$10.1K ﹤0.01% 1079
2023
Q4 		– Sell
-752
Closed -$23.7K – 1418
2023
Q3 		$23.7K Buy
+752
New +$24K ﹤0.01% 915

Other funds holding SPIB

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Central Trust Company's SPIB Position: Q3 2024 in Review

Central Trust Company sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2024, closing a stake of 309 shares — an estimated $10.1K sold.

Central Trust Company first reported a position in SPIB in Q3 2023 and held it in 3 quarters. The position peaked at $23.7K in Q3 2023. 496 funds tracked by Wall St. Rank hold SPIB as of Q3 2024.

  • Central Trust Company reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Central Trust Company sold 309 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2024, an estimated $10.1K.
  • Central Trust Company first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2023 and held it in 3 quarters.
  • Central Trust Company's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $23.7K in Q3 2023.
  • 496 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2024.

Based on Central Trust Company's 13F filing for Q3 2024, filed 22 Oct 2024.