AWM
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Adams Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Adams Wealth 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
2025
Q1 		– Sell
-111,115
Closed -$3.64M – 155
2024
Q4 		$3.64M Buy
111,115
+2,269
+2% +$75.1K 0.7% 31
2024
Q3 		$3.67M Sell
108,846
-7,872
-7% -$262K 0.79% 27
2024
Q2 		$3.8M Sell
116,718
-1,693
-1% -$54.8K 0.87% 23
2024
Q1 		$3.87M Buy
118,411
+5,450
+5% +$178K 0.94% 23
2023
Q4 		$3.71M Sell
112,961
-21,701
-16% -$690K 1.1% 21
2023
Q3 		$4.24M Sell
134,662
-7,031
-5% -$224K 1.44% 16
2023
Q2 		$4.55M Sell
141,693
-3,796
-3% -$123K 1.42% 17
2023
Q1 		$4.73M Sell
145,489
-159,922
-52% -$5.16M 1.53% 13
2022
Q4 		$9.72M Buy
305,411
+50,026
+20% +$1.58M 3.43% 6
2022
Q3 		$8M Sell
255,385
-164,496
-39% -$5.36M 2.99% 5
2022
Q2 		$13.7M Sell
419,881
-24,295
-5% -$803K 5.19% 3
2022
Q1 		$15.2M Sell
444,176
-42,513
-9% -$1.49M 4.97% 4
2021
Q4 		$17.6M Sell
486,689
-19,153
-4% -$694K 5.17% 5
2021
Q3 		$18.5M Buy
505,842
+16,220
+3% +$596K 6.98% 3
2021
Q2 		$18M Buy
489,622
+2,401
+0.5% +$87.6K 7.66% 2
2021
Q1 		$17.7M Buy
487,221
+101,093
+26% +$3.71M 8.13% 2
2020
Q4 		$14.4M Buy
386,128
+67,405
+21% +$2.49M 9.02% 2
2020
Q3 		$11.7M Buy
318,723
+130,560
+69% +$4.81M 9.12% 2
2020
Q2 		$6.87M Buy
188,163
+1,908
+1% +$67.9K 7.03% 2
2020
Q1 		$6.33M Buy
+186,255
New +$6.53M 7.96% 2

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Adams Wealth Management's SPIB Position: Q1 2025 in Review

Adams Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2025, closing a stake of 111,115 shares — an estimated $3.64M sold.

Adams Wealth Management first reported a position in SPIB in Q1 2020 and held it in 20 quarters. The position peaked at $18.5M in Q3 2021. 559 funds tracked by Wall St. Rank hold SPIB as of Q1 2025.

  • Adams Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Adams Wealth Management sold 111,115 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2025, an estimated $3.64M.
  • Adams Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2020 and held it in 20 quarters.
  • Adams Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $18.5M in Q3 2021.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2025.

Based on Adams Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.