VRM
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Vectors Research Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Vectors Research 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
2024
Q3 		– Sell
-39,680
Closed -$1.29M – 128
2024
Q2 		$1.29M Sell
39,680
-12,324
-24% -$399K 0.4% 65
2024
Q1 		$1.7M Sell
52,004
-11,000
-17% -$359K 0.48% 55
2023
Q4 		$2.07M Sell
63,004
-32,635
-34% -$1.04M 0.58% 50
2023
Q3 		$2.98M Sell
95,639
-31,838
-25% -$1.01M 0.97% 24
2023
Q2 		$4.09M Sell
127,477
-25,670
-17% -$829K 1.16% 16
2023
Q1 		$4.98M Sell
153,147
-21,151
-12% -$682K 1.28% 17
2022
Q4 		$5.55M Sell
174,298
-136,108
-44% -$4.3M 1.44% 15
2022
Q3 		$9.72M Sell
310,406
-50,555
-14% -$1.65M 2.75% 7
2022
Q2 		$11.8M Buy
360,961
+346
+0.1% +$11.4K 2.99% 6
2022
Q1 		$12.3M Buy
360,615
+1,373
+0.4% +$48.1K 2.7% 7
2021
Q4 		$13M Buy
359,242
+7,661
+2% +$278K 2.74% 7
2021
Q3 		$12.8M Buy
351,581
+26,049
+8% +$958K 3.03% 7
2021
Q2 		$11.9M Sell
325,532
-104,635
-24% -$3.82M 3.05% 6
2021
Q1 		$15.6M Sell
430,167
-71,966
-14% -$2.64M 4.3% 3
2020
Q4 		$18.7M Buy
502,133
+85,199
+20% +$3.14M 5.74% 2
2020
Q3 		$15.4M Buy
416,934
+47,010
+13% +$1.73M 5.66% 2
2020
Q2 		$13.5M Buy
369,924
+192,023
+108% +$6.83M 5.33% 3
2020
Q1 		$6.05M Buy
177,901
+177,365
+33,090% +$6.22M 2.88% 8
2019
Q4 		$19K Buy
+536
New +$18.9K 0.01% 272

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
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
Wells Fargo
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Point72 Asset Management
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Vectors Research Management's SPIB Position: Q3 2024 in Review

Vectors Research Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2024, closing a stake of 39,680 shares — an estimated $1.29M sold.

Vectors Research Management first reported a position in SPIB in Q4 2019 and held it in 19 quarters. The position peaked at $18.7M in Q4 2020. 496 funds tracked by Wall St. Rank hold SPIB as of Q3 2024.

  • Vectors Research Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Vectors Research Management sold 39,680 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2024, an estimated $1.29M.
  • Vectors Research Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and held it in 19 quarters.
  • Vectors Research Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $18.7M in Q4 2020.
  • 496 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2024.

Based on Vectors Research Management's 13F filing for Q3 2024, filed 6 Nov 2024.