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CA
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
Shares
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
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1-Year Est. Return
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1-Year Est. Return
DADC
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$16.5B AUM
19.94%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
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$78.1B AUM
55.25%
1-Year Est. Return
CCWA
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$7.61B AUM
16.44%
1-Year Est. Return
AssetMark Inc
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$49B AUM
17.78%
1-Year Est. Return
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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
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