Red Cedar Investment Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Red Cedar Investment Management’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
2023 Q3	–	Sell	-30,975	Closed	-$995K	–	88
2023 Q2	$995K	Buy	30,975 +4,664	+18%	+$151K	0.15%	68
2023 Q1	$855K	Hold	26,311	–	–	0.13%	70
2022 Q4	$837K	Hold	26,311	–	–	0.13%	64
2022 Q3	$824K	Sell	26,311 -99,201	-79%	-$3.23M	0.14%	59
2022 Q2	$4.09M	Buy	125,512 +108,743	+648%	+$3.6M	0.67%	20
2022 Q1	$573K	Hold	16,769	–	–	0.08%	79
2021 Q4	$606K	Hold	16,769	–	–	0.07%	83
2021 Q3	$612K	Buy	16,769 +2,722	+19%	+$100K	0.08%	83
2021 Q2	$516K	Hold	14,047	–	–	0.07%	73
2021 Q1	$509K	Buy	14,047 +552	+4%	+$20.3K	0.07%	76
2020 Q4	$502K	Buy	+13,495	New	+$498K	0.08%	74

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

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

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

CCWA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Red Cedar Investment Management's SPIB Position: Q3 2023 in Review

Red Cedar Investment Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2023, closing a stake of 30,975 shares — an estimated $995K sold.

Red Cedar Investment Management first reported a position in SPIB in Q4 2020 and held it in 11 quarters. The position peaked at $4.09M in Q2 2022. 408 funds tracked by Wall St. Rank hold SPIB as of Q3 2023.

Red Cedar Investment Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Red Cedar Investment Management sold 30,975 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2023, an estimated $995K.
Red Cedar Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2020 and held it in 11 quarters.
Red Cedar Investment Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4.09M in Q2 2022.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2023.

Based on Red Cedar Investment Management's 13F filing for Q3 2023, filed 30 Oct 2023.