Sumitomo Mitsui Trust Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Sumitomo Mitsui Trust Group’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
2022 Q2	–	Sell	-5,864	Closed	-$200K	–	1261
2022 Q1	$200K	Buy	+5,864	New	+$205K	﹤0.01%	1165
2021 Q3	–	Sell	-2,135,577	Closed	-$78.4M	–	1209
2021 Q2	$78.4M	Buy	2,135,577 +319,400	+18%	+$11.7M	0.05%	411
2021 Q1	$65.8M	Sell	1,816,177 -124,757	-6%	-$4.58M	0.04%	456
2020 Q4	$72.2M	Buy	+1,940,934	New	+$71.6M	0.05%	417
2019 Q3	–	Sell	-9,500	Closed	-$332K	–	1081
2019 Q2	$332K	Hold	9,500	–	–	﹤0.01%	959
2019 Q1	$325K	Sell	9,500 -1,710	-15%	-$57.4K	﹤0.01%	930
2018 Q4	$370K	Sell	11,210 -1,100	-9%	-$36.2K	﹤0.01%	883
2018 Q3	$410K	Sell	12,310 -35,047	-74%	-$1.17M	﹤0.01%	864
2018 Q2	$1.58M	Sell	47,357 -70,183	-60%	-$2.34M	﹤0.01%	789
2018 Q1	$3.94M	Buy	117,540 +2,500	+2%	+$84.3K	0.01%	712
2017 Q4	$3.94M	Buy	+115,040	New	+$3.95M	0.01%	718
2017 Q3	–	Sell	-150,950	Closed	-$5.19M	–	908
2017 Q2	$5.19M	Buy	150,950 +40,600	+37%	+$1.39M	0.01%	688
2017 Q1	$3.77M	Sell	110,350 -50,100	-31%	-$1.7M	0.01%	686
2016 Q4	$5.44M	Buy	160,450 +9,400	+6%	+$322K	0.01%	661
2016 Q3	$5.27M	Buy	151,050 +26,400	+21%	+$921K	0.01%	661
2016 Q2	$4.35M	Sell	124,650 -135,700	-52%	-$4.67M	0.01%	662
2016 Q1	$8.92M	Buy	260,350 +169,600	+187%	+$5.72M	0.02%	636
2015 Q4	$3.03M	Buy	90,750 +4,350	+5%	+$147K	0.01%	699
2015 Q3	$2.93M	Buy	86,400 +15,570	+22%	+$527K	0.01%	690
2015 Q2	$2.4M	Buy	70,830 +31,200	+79%	+$1.07M	﹤0.01%	724
2015 Q1	$1.37M	Hold	39,630	–	–	﹤0.01%	758
2014 Q4	$1.35M	Buy	+39,630	New	+$1.36M	﹤0.01%	760

Other funds holding SPIB

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

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

TAIM

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

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

CSIA

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group's SPIB Position: Q2 2022 in Review

Sumitomo Mitsui Trust Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2022, closing a stake of 5,864 shares — an estimated $200K sold.

Sumitomo Mitsui Trust Group first reported a position in SPIB in Q4 2014 and held it in 22 quarters. The position peaked at $78.4M in Q2 2021. 379 funds tracked by Wall St. Rank hold SPIB as of Q2 2022.

Sumitomo Mitsui Trust Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Sumitomo Mitsui Trust Group sold 5,864 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2022, an estimated $200K.
Sumitomo Mitsui Trust Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2014 and held it in 22 quarters.
Sumitomo Mitsui Trust Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $78.4M in Q2 2021.
379 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2022.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2022, filed 26 Jul 2022.