1834 Investment Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

1834 Investment Advisors’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
2025 Q3	–	Sell	-14,056	Closed	-$472K	–	211
2025 Q2	$472K	Buy	14,056 +3,683	+36%	+$122K	0.06%	164
2025 Q1	$345K	Buy	10,373 +21	+0.2%	+$692	0.04%	174
2024 Q4	$339K	Buy	10,352 +395	+4%	+$13.1K	0.04%	186
2024 Q3	$336K	Buy	9,957 +168	+2%	+$5.58K	0.04%	186
2024 Q2	$319K	Buy	9,789 +526	+6%	+$17K	0.04%	191
2024 Q1	$303K	Hold	9,263	–	–	0.04%	193
2023 Q4	$304K	Hold	9,263	–	–	0.04%	196
2023 Q3	$291K	Buy	9,263 +600	+7%	+$19.1K	0.04%	199
2023 Q2	$278K	Sell	8,663 -112	-1%	-$3.62K	0.03%	209
2023 Q1	$285K	Buy	8,775 +216	+3%	+$6.97K	0.03%	205
2022 Q4	$272K	Hold	8,559	–	–	0.04%	163
2022 Q3	$268K	Sell	8,559 -454	-5%	-$14.8K	0.04%	167
2022 Q2	$294K	Buy	9,013 +189	+2%	+$6.25K	0.04%	158
2022 Q1	$301K	Buy	8,824 +415	+5%	+$14.5K	0.04%	161
2021 Q4	$304K	Buy	8,409 +355	+4%	+$12.9K	0.03%	159
2021 Q3	$294K	Buy	8,054 +15	+0.2%	+$551	0.04%	157
2021 Q2	$295K	Buy	8,039 +839	+12%	+$30.6K	0.04%	163
2021 Q1	$261K	Buy	7,200 +984	+16%	+$36.1K	0.03%	171
2020 Q4	$231K	Buy	6,216 +173	+3%	+$6.38K	0.03%	179
2020 Q3	$222K	Buy	6,043 +308	+5%	+$11.3K	0.03%	176
2020 Q2	$209K	Sell	5,735 -553	-9%	-$19.7K	0.03%	173
2020 Q1	$214K	Buy	6,288 +141	+2%	+$4.94K	0.04%	165
2019 Q4	$217K	Buy	6,147 +320	+5%	+$11.3K	0.03%	189
2019 Q3	$206K	Hold	5,827	–	–	0.03%	198
2019 Q2	$204K	Buy	5,827 +4,895	+525%	+$168K	0.03%	193
2019 Q1	$32K	Hold	932	–	–	﹤0.01%	306
2018 Q4	$31K	Hold	932	–	–	0.01%	301
2018 Q3	$31K	Buy	932 +50	+6%	+$1.67K	﹤0.01%	310
2018 Q2	$29K	Sell	882 -661	-43%	-$22K	﹤0.01%	313
2018 Q1	$52K	Buy	1,543 +111	+8%	+$3.74K	0.01%	271
2017 Q4	$49K	Buy	+1,432	New	+$49.2K	0.01%	291

Other funds holding SPIB

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

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

CCWA

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

DADC

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

1834 Investment Advisors's SPIB Position: Q3 2025 in Review

1834 Investment Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2025, closing a stake of 14,056 shares — an estimated $472K sold.

1834 Investment Advisors first reported a position in SPIB in Q4 2017 and held it in 31 quarters. The position peaked at $472K in Q2 2025. 559 funds tracked by Wall St. Rank hold SPIB as of Q3 2025.

1834 Investment Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
1834 Investment Advisors sold 14,056 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2025, an estimated $472K.
1834 Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and held it in 31 quarters.
1834 Investment Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $472K in Q2 2025.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2025.

Based on 1834 Investment Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.