CSM Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

CSM Advisors’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	-95,500	Closed	-$3.11M	–	135
2024 Q2	$3.11M	Sell	95,500 -3,400	-3%	-$110K	0.22%	76
2024 Q1	$3.23M	Sell	98,900 -7,700	-7%	-$251K	0.21%	81
2023 Q4	$3.5M	Sell	106,600 -19,100	-15%	-$607K	0.25%	78
2023 Q3	$3.95M	Sell	125,700 -9,100	-7%	-$290K	0.34%	71
2023 Q2	$4.33M	Hold	134,800	–	–	0.33%	75
2023 Q1	$4.38M	Hold	134,800	–	–	0.38%	68
2022 Q4	$4.29M	Sell	134,800 -11,800	-8%	-$373K	0.41%	67
2022 Q3	$4.59M	Sell	146,600 -54,300	-27%	-$1.77M	0.5%	63
2022 Q2	$6.55M	Hold	200,900	–	–	0.6%	52
2022 Q1	$6.86M	Hold	200,900	–	–	0.47%	63
2021 Q4	$7.26M	Hold	200,900	–	–	0.48%	61
2021 Q3	$7.34M	Hold	200,900	–	–	0.54%	54
2021 Q2	$7.37M	Buy	+200,900	New	+$7.33M	0.49%	57

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

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

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

DADC

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

Morgan Stanley New York $1.89T AUM 35.08% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CSM Advisors's SPIB Position: Q3 2024 in Review

CSM Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2024, closing a stake of 95,500 shares — an estimated $3.11M sold.

CSM Advisors first reported a position in SPIB in Q2 2021 and held it in 13 quarters. The position peaked at $7.37M in Q2 2021. 496 funds tracked by Wall St. Rank hold SPIB as of Q3 2024.

CSM Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
CSM Advisors sold 95,500 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2024, an estimated $3.11M.
CSM Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2021 and held it in 13 quarters.
CSM Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $7.37M in Q2 2021.
496 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2024.

Based on CSM Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.