Credit Suisse’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Credit Suisse’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	$542K	Buy	16,580 +2,981	+22%	+$97.2K	﹤0.01%	2604
2023 Q4	$446K	Hold	13,599	–	–	﹤0.01%	2784
2023 Q3	$428K	Buy	13,599 +1,900	+16%	+$60.5K	﹤0.01%	2752
2023 Q2	$376K	Hold	11,699	–	–	﹤0.01%	2920
2023 Q1	$380K	Sell	11,699 -4,037	-26%	-$130K	﹤0.01%	2893
2022 Q4	$501K	Hold	15,736	–	–	﹤0.01%	2771
2022 Q3	$493K	Buy	15,736 +3,426	+28%	+$112K	﹤0.01%	2786
2022 Q2	$402K	Hold	12,310	–	–	﹤0.01%	2976
2022 Q1	$420K	Sell	12,310 -2,231	-15%	-$78.1K	﹤0.01%	3069
2021 Q4	$526K	Hold	14,541	–	–	﹤0.01%	3780
2021 Q3	$531K	Hold	14,541	–	–	﹤0.01%	3765
2021 Q2	$534K	Buy	+14,541	New	+$531K	﹤0.01%	3801
2016 Q1	–	Sell	-175,057	Closed	-$5.85M	–	4267
2015 Q4	$5.85M	Buy	175,057 +38,470	+28%	+$1.3M	0.01%	1466
2015 Q3	$4.64M	Buy	136,587 +25,910	+23%	+$878K	0.01%	1611
2015 Q2	$3.76M	Buy	110,677 +37,015	+50%	+$1.27M	﹤0.01%	1992
2015 Q1	$2.54M	Buy	73,662 +640	+0.9%	+$22K	﹤0.01%	2193
2014 Q4	$2.5M	Buy	73,022 +18,834	+35%	+$645K	﹤0.01%	2356
2014 Q3	$1.85M	Buy	54,188 +13,686	+34%	+$469K	﹤0.01%	2554
2014 Q2	$1.4M	Buy	40,502 +18,705	+86%	+$640K	﹤0.01%	3006
2014 Q1	$741K	Buy	21,797 +1,310	+6%	+$44.5K	﹤0.01%	3390
2013 Q4	$688K	Buy	20,487 +5,040	+33%	+$170K	﹤0.01%	3558
2013 Q3	$521K	Sell	15,447 -793	-5%	-$26.6K	﹤0.01%	3475
2013 Q2	$545K	Buy	+16,240	New	+$560K	﹤0.01%	3246

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

Credit Suisse's SPIB Position: Q1 2024 in Review

Credit Suisse increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 22% in Q1 2024, buying an estimated $97.2K and bringing the position to 16,580 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #2604.

Credit Suisse first reported a position in SPIB in Q2 2013 and has held it in 23 quarters since. The position peaked at $5.85M in Q4 2015. 484 funds tracked by Wall St. Rank hold SPIB as of Q1 2024.

Credit Suisse held 16,580 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $542K as of Q1 2024.
Credit Suisse bought 2,981 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2024, an estimated $97.2K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2604 holding.
Credit Suisse first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2013 and has held it in 23 quarters since.
Credit Suisse's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $5.85M in Q4 2015.
484 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.