Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CI
Conning Inc’s
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
Stock Holding History
Conning Inc’s Portfolio
SPIB Stock Details
SPIB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-62,970
Closed
-$1.98M
–
351
2023
Q3
$1.98M
Hold
62,970
–
–
0.07%
148
2023
Q2
$2.02M
Hold
62,970
–
–
0.07%
156
2023
Q1
$2.05M
Hold
62,970
–
–
0.07%
154
2022
Q4
$2M
Hold
62,970
–
–
0.07%
161
2022
Q3
$1.97M
Hold
62,970
–
–
0.07%
152
2022
Q2
$2.06M
Sell
62,970
-1,199,714
-95%
-$39.7M
0.06%
158
2022
Q1
$43.1M
Sell
1,262,684
-141,430
-10%
-$4.95M
1.17%
37
2021
Q4
$50.8M
Buy
1,404,114
+54,114
+4%
+$1.96M
1.35%
29
2021
Q3
$49.3M
Buy
+1,350,000
New
+$49.6M
1.42%
17
2018
Q4
–
Sell
-60,209
Closed
-$2M
–
553
2018
Q3
$2M
Buy
+60,209
New
+$2.01M
0.06%
180
Other funds holding SPIB
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
CSIA
Charles Schwab Investment Advisory
San Francisco, California
$72.8B AUM
10.03%
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
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$59.8B AUM
29.42%
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
$16.5B AUM
19.94%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
FGAM
Financial Gravity Asset Management
Lakeway, Texas
$562M AUM
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close