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AIFG Consultants’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

AIFG Consultants’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
Q4 		– Sell
-42,229
Closed -$1.43M – 57
2025
Q3 		$1.43M Sell
42,229
-3,018
-7% -$102K 2.52% 11
2025
Q2 		$1.52M Sell
45,247
-1,320
-3% -$43.7K 2.96% 10
2025
Q1 		$1.55M Sell
46,567
-2,442
-5% -$80.5K 2.55% 14
2024
Q4 		$1.61M Buy
+49,009
New +$1.62M 2.62% 14

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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIFG Consultants's SPIB Position: Q4 2025 in Review

AIFG Consultants sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2025, closing a stake of 42,229 shares — an estimated $1.43M sold.

AIFG Consultants first reported a position in SPIB in Q4 2024 and held it in 4 quarters. The position peaked at $1.61M in Q4 2024. 571 funds tracked by Wall St. Rank hold SPIB as of Q4 2025.

  • AIFG Consultants reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • AIFG Consultants sold 42,229 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2025, an estimated $1.43M.
  • AIFG Consultants first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
  • AIFG Consultants's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.61M in Q4 2024.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2025.

Based on AIFG Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.