HB
SPIB icon

HTLF Bank’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

HTLF Bank’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 		$10.1M Sell
306,860
-8,964
-3% -$297K 1.14% 21
2024
Q3 		$10.6M Buy
315,824
+160,717
+104% +$5.34M 1.16% 20
2024
Q2 		$5.05M Buy
155,107
+1,036
+0.7% +$33.6K 0.57% 44
2024
Q1 		$5.04M Buy
154,071
+74,166
+93% +$2.42M 0.58% 46
2023
Q4 		$2.62M Buy
+79,905
New +$2.54M 0.31% 64

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

HTLF Bank's SPIB Position: Q4 2024 in Review

HTLF Bank reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2.8% in Q4 2024, selling an estimated $297K and leaving 306,860 shares worth $10.1M. The position accounts for 1.14% of the portfolio, ranked #21.

HTLF Bank first reported a position in SPIB in Q4 2023 and has held it in 5 quarters since. The position peaked at $10.6M in Q3 2024. 557 funds tracked by Wall St. Rank hold SPIB as of Q4 2024.

  • HTLF Bank held 306,860 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $10.1M as of Q4 2024.
  • HTLF Bank sold 8,964 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2024, an estimated $297K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.14% of HTLF Bank's portfolio in Q4 2024, its #21 holding.
  • HTLF Bank first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • HTLF Bank's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $10.6M in Q3 2024.
  • 557 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.