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
CAG
Csenge Advisory Group’s
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
Stock Holding History
Csenge Advisory Group’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
2025
Q4
–
Sell
-5,916
Closed
-$200K
–
758
2025
Q3
$200K
Sell
5,916
-1,455
-20%
-$49K
0.01%
660
2025
Q2
$245K
Sell
7,371
-934
-11%
-$30.9K
0.01%
608
2025
Q1
$274K
Sell
8,305
-2,347
-22%
-$77.4K
0.02%
557
2024
Q4
$349K
Buy
10,652
+4,475
+72%
+$148K
0.02%
517
2024
Q3
$206K
Buy
+6,177
New
+$205K
0.01%
671
2022
Q2
–
Sell
-7,274
Closed
-$248K
–
669
2022
Q1
$248K
Sell
7,274
-8,821
-55%
-$309K
0.02%
547
2021
Q4
$589K
Buy
16,095
+9,749
+154%
+$353K
0.05%
306
2021
Q3
$232K
Sell
6,346
-9,749
-61%
-$358K
0.02%
520
2021
Q2
$589K
Buy
+16,095
New
+$588K
0.05%
307
2021
Q1
–
Sell
-6,933
Closed
-$258K
–
519
2020
Q4
$258K
Sell
6,933
-1,841
-21%
-$67.9K
0.03%
356
2020
Q3
$322K
Sell
8,774
-2,209
-20%
-$81.3K
0.04%
291
2020
Q2
$401K
Buy
10,983
+4,619
+73%
+$164K
0.06%
232
2020
Q1
$216K
Buy
+6,364
New
+$223K
0.06%
262
Other funds holding SPIB
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing, Michigan
$8.81B AUM
10.88%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
AFI
American Family Investments
Madison, Wisconsin
$3.8B AUM
0.71%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis, Minnesota
$6.83B AUM
12.51%
1-Year Est. Return
DADC
D.A. Davidson & Co
Great Falls, Montana
$16.5B AUM
19.94%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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