Klingenstein Fields & Co’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Klingenstein Fields & Co’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
2021 Q3	–	Sell	-7,559	Closed	-$277K	–	207
2021 Q2	$277K	Hold	7,559	–	–	0.01%	170
2021 Q1	$274K	Buy	+7,559	New	+$277K	0.01%	160

Other funds holding SPIB

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

CSIA

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

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

TAIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Klingenstein Fields & Co's SPIB Position: Q3 2021 in Review

Klingenstein Fields & Co sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2021, closing a stake of 7,559 shares — an estimated $277K sold.

Klingenstein Fields & Co first reported a position in SPIB in Q1 2021 and held it in 2 quarters. The position peaked at $277K in Q2 2021. 345 funds tracked by Wall St. Rank hold SPIB as of Q3 2021.

Klingenstein Fields & Co reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Klingenstein Fields & Co sold 7,559 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2021, an estimated $277K.
Klingenstein Fields & Co first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
Klingenstein Fields & Co's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $277K in Q2 2021.
345 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2021.

Based on Klingenstein Fields & Co's 13F filing for Q3 2021, filed 26 Oct 2021.