Enterprise Financial Services Corp (EFSC)’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2022 Q1	–	Sell	-15,643	Closed	-$565K	–	342
2021 Q4	$565K	Sell	15,643 -490,679	-97%	-$17.8M	0.09%	164
2021 Q3	$18.5M	Sell	506,322 -8,843	-2%	-$325K	2.39%	7
2021 Q2	$18.9M	Sell	515,165 -8,549	-2%	-$312K	3.02%	6
2021 Q1	$19M	Buy	523,714 +17,968	+4%	+$659K	3.39%	6
2020 Q4	$18.8M	Sell	505,746 -3,877	-0.8%	-$143K	3.57%	6
2020 Q3	$18.7M	Sell	509,623 -156,818	-24%	-$5.77M	3.87%	4
2020 Q2	$24.3M	Buy	666,441 +657,972	+7,769%	+$23.4M	5.25%	3
2020 Q1	$288K	Buy	8,469 +5,758	+212%	+$202K	0.07%	150
2019 Q4	$96K	Hold	2,711	–	–	0.02%	304
2019 Q3	$96K	Hold	2,711	–	–	0.02%	287
2019 Q2	$94K	Sell	2,711 -1,551	-36%	-$53.2K	0.02%	312
2019 Q1	$146K	Buy	+4,262	New	+$143K	0.03%	257

Other funds holding SPIB

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s SPIB Position: Q1 2022 in Review

Enterprise Financial Services Corp (EFSC) sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2022, closing a stake of 15,643 shares — an estimated $565K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in SPIB in Q1 2019 and held it in 12 quarters. The position peaked at $24.3M in Q2 2020. 385 funds tracked by Wall St. Rank hold SPIB as of Q1 2022.

Enterprise Financial Services Corp (EFSC) reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 15,643 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2022, an estimated $565K.
Enterprise Financial Services Corp (EFSC) first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2019 and held it in 12 quarters.
Enterprise Financial Services Corp (EFSC)'s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $24.3M in Q2 2020.
385 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2022.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2022, filed 16 May 2022.