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

Midwest Heritage 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 Q2	–	Sell	-7,798	Closed	-$255K	–	57
2024 Q1	$255K	Sell	7,798 -2,767	-26%	-$90.3K	0.13%	46
2023 Q4	$347K	Hold	10,565	–	–	0.24%	37
2023 Q3	$332K	Hold	10,565	–	–	0.25%	38
2023 Q2	$339K	Hold	10,565	–	–	0.26%	37
2023 Q1	$343K	Sell	10,565 -559	-5%	-$18K	0.28%	38
2022 Q4	$354K	Sell	11,124 -277	-2%	-$8.76K	0.34%	44
2022 Q3	$357K	Hold	11,401	–	–	0.37%	46
2022 Q2	$372K	Sell	11,401 -1,720	-13%	-$56.9K	0.34%	46
2022 Q1	$448K	Sell	13,121 -3,702	-22%	-$130K	0.35%	37
2021 Q4	$608K	Buy	+16,823	New	+$610K	0.59%	29

Other funds holding SPIB

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

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

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

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Midwest Heritage Bank's SPIB Position: Q2 2024 in Review

Midwest Heritage Bank sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2024, closing a stake of 7,798 shares — an estimated $255K sold.

Midwest Heritage Bank first reported a position in SPIB in Q4 2021 and held it in 10 quarters. The position peaked at $608K in Q4 2021. 490 funds tracked by Wall St. Rank hold SPIB as of Q2 2024.

Midwest Heritage Bank reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Midwest Heritage Bank sold 7,798 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2024, an estimated $255K.
Midwest Heritage Bank first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and held it in 10 quarters.
Midwest Heritage Bank's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $608K in Q4 2021.
490 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2024.

Based on Midwest Heritage Bank's 13F filing for Q2 2024, filed 17 Jul 2024.