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

AllSquare 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 Q3	$10.7K	Hold	317	–	–	0.01%	377
2025 Q2	$10.6K	Hold	317	–	–	0.01%	375
2025 Q1	$10.5K	Hold	317	–	–	0.01%	369
2024 Q4	$10.4K	Hold	317	–	–	0.01%	373
2024 Q3	$10.7K	Hold	317	–	–	0.01%	374
2024 Q2	$10.3K	Buy	+317	New	+$10.3K	0.01%	369

Other funds holding SPIB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 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 $18.1B AUM 24.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AllSquare Wealth Management's SPIB Position: Q3 2025 in Review

AllSquare Wealth Management held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q3 2025 at 317 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #377.

AllSquare Wealth Management first reported a position in SPIB in Q2 2024 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold SPIB as of Q3 2025.

AllSquare Wealth Management held 317 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $10.7K as of Q3 2025.
AllSquare Wealth Management left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q3 2025.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #377 holding.
AllSquare Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2024 and has held it in 6 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.