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

Advocacy Wealth Management Services’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
-445,213
Closed -$15M – 145
2025
Q2 		$15M Buy
445,213
+26,877
+6% +$890K 0.92% 30
2025
Q1 		$13.9M Buy
418,336
+5,946
+1% +$196K 0.95% 29
2024
Q4 		$13.5M Buy
+412,390
New +$13.7M 1.03% 22
2018
Q1 		– Sell
-125
Closed -$4K – 218
2017
Q4 		$4K Sell
125
-1,403
-92% -$48.2K ﹤0.01% 196
2017
Q3 		$53K Sell
1,528
-181,213
-99% -$6.26M 0.02% 64
2017
Q2 		$6.29M Sell
182,741
-103,180
-36% -$3.55M 2.25% 17
2017
Q1 		$9.76M Sell
285,921
-192,808
-40% -$6.56M 3.4% 14
2016
Q4 		$16.2M Buy
478,729
+58,231
+14% +$2M 4.87% 3
2016
Q3 		$14.7M Buy
420,498
+172,249
+69% +$6.01M 5.69% 3
2016
Q2 		$8.66M Buy
248,249
+130,050
+110% +$4.48M 4.37% 7
2016
Q1 		$4.05M Buy
+118,199
New +$3.99M 2.81% 11

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Creative Planning
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advocacy Wealth Management Services's SPIB Position: Q3 2025 in Review

Advocacy Wealth Management Services sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2025, closing a stake of 445,213 shares — an estimated $15M sold.

Advocacy Wealth Management Services first reported a position in SPIB in Q1 2016 and held it in 11 quarters. The position peaked at $16.2M in Q4 2016. 558 funds tracked by Wall St. Rank hold SPIB as of Q3 2025.

  • Advocacy Wealth Management Services reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 445,213 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2025, an estimated $15M.
  • Advocacy Wealth Management Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2016 and held it in 11 quarters.
  • Advocacy Wealth Management Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $16.2M in Q4 2016.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2025.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2025, filed 14 Nov 2025.