Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
MHB
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
Shares
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
$654B AUM
26.35%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
DADC
D.A. Davidson & Co
Great Falls, Montana
$16.5B AUM
19.94%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Point72 Asset Management
Stamford, Connecticut
$78.1B AUM
55.25%
1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis, Minnesota
$7.61B AUM
16.44%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close