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

Union Savings 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 Q4	–	Sell	-1,492	Closed	-$50.3K	–	298
2024 Q3	$50.3K	Hold	1,492	–	–	0.02%	219
2024 Q2	$48.6K	Hold	1,492	–	–	0.03%	217
2024 Q1	$48.8K	Sell	1,492 -92	-6%	-$3K	0.03%	215
2023 Q4	$52K	Sell	1,584 -2,427	-61%	-$77.1K	0.03%	209
2023 Q3	$126K	Hold	4,011	–	–	0.08%	151
2023 Q2	$129K	Buy	+4,011	New	+$130K	0.08%	149

Other funds holding SPIB

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DADC

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

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Union Savings Bank's SPIB Position: Q4 2024 in Review

Union Savings Bank sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2024, closing a stake of 1,492 shares — an estimated $50.3K sold.

Union Savings Bank first reported a position in SPIB in Q2 2023 and held it in 6 quarters. The position peaked at $129K in Q2 2023. 557 funds tracked by Wall St. Rank hold SPIB as of Q4 2024.

Union Savings Bank reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Union Savings Bank sold 1,492 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2024, an estimated $50.3K.
Union Savings Bank first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2023 and held it in 6 quarters.
Union Savings Bank's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $129K in Q2 2023.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2024.

Based on Union Savings Bank's 13F filing for Q4 2024, filed 16 Jan 2025.