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 $654B AUM 26.35% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services

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

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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