ERIM
SPIB icon

Eagle Ridge Investment Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Eagle Ridge Investment Management’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
Q4 		$33.7M Buy
1,028,245
+30,232
+3% +$1M 2.94% 8
2024
Q3 		$33.6M Buy
998,013
+44,060
+5% +$1.46M 2.95% 8
2024
Q2 		$31.1M Buy
953,953
+19,496
+2% +$632K 2.87% 9
2024
Q1 		$30.5M Buy
934,457
+8,984
+1% +$293K 2.81% 10
2023
Q4 		$30.4M Buy
925,473
+25,269
+3% +$803K 2.98% 9
2023
Q3 		$28.3M Buy
+900,204
New +$28.7M 3.09% 8
2019
Q2 		– Sell
-10,239
Closed -$350K – 164
2019
Q1 		$350K Sell
10,239
-364,226
-97% -$12.2M 0.05% 119
2018
Q4 		$12.4M Sell
374,465
-183,740
-33% -$6.05M 2.1% 11
2018
Q3 		$18.6M Buy
558,205
+5,882
+1% +$196K 2.68% 7
2018
Q2 		$18.4M Buy
552,323
+18,010
+3% +$599K 2.77% 5
2018
Q1 		$17.9M Buy
534,313
+29,140
+6% +$983K 2.77% 6
2017
Q4 		$17.3M Buy
505,173
+37,978
+8% +$1.31M 2.67% 5
2017
Q3 		$16.1M Buy
467,195
+10,669
+2% +$368K 2.67% 4
2017
Q2 		$15.7M Buy
456,526
+14,594
+3% +$501K 2.98% 3
2017
Q1 		$15.1M Buy
441,932
+43,677
+11% +$1.49M 2.95% 2
2016
Q4 		$13.5M Buy
398,255
+366,034
+1,136% +$12.5M 2.81% 1
2016
Q3 		$1.13M Buy
32,221
+6,750
+27% +$235K 0.25% 77
2016
Q2 		$889K Buy
+25,471
New +$877K 0.2% 78

Other funds holding SPIB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
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
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Eagle Ridge Investment Management's SPIB Position: Q4 2024 in Review

Eagle Ridge Investment Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 3% in Q4 2024, buying an estimated $1M and bringing the position to 1,028,245 shares worth $33.7M. The position accounts for 2.94% of the portfolio, ranked #8.

Eagle Ridge Investment Management first reported a position in SPIB in Q2 2016 and has held it in 18 quarters since. 557 funds tracked by Wall St. Rank hold SPIB as of Q4 2024.

  • Eagle Ridge Investment Management held 1,028,245 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $33.7M as of Q4 2024.
  • Eagle Ridge Investment Management bought 30,232 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2024, an estimated $1M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 2.94% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #8 holding.
  • Eagle Ridge Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2016 and has held it in 18 quarters since.
  • 557 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.