Alpha Cubed Investments’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Alpha Cubed Investments’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	-7,069	Closed	-$240K	–	314
2025 Q3	$240K	Hold	7,069	–	–	0.01%	254
2025 Q2	$237K	Sell	7,069 -91	-1%	-$3.01K	0.01%	262
2025 Q1	$238K	Sell	7,160 -876	-11%	-$28.9K	0.01%	254
2024 Q4	$263K	Buy	8,036 +313	+4%	+$10.4K	0.01%	213
2024 Q3	$260K	Buy	7,723 +654	+9%	+$21.7K	0.01%	220
2024 Q2	$230K	Sell	7,069 -243	-3%	-$7.87K	0.01%	244
2024 Q1	$239K	Sell	7,312 -711	-9%	-$23.2K	0.01%	239
2023 Q4	$263K	Buy	8,023 +842	+12%	+$26.8K	0.01%	216
2023 Q3	$226K	Hold	7,181	–	–	0.02%	223
2023 Q2	$231K	Sell	7,181 -96	-1%	-$3.1K	0.02%	221
2023 Q1	$236K	Buy	7,277 +96	+1%	+$3.1K	0.02%	228
2022 Q4	$229K	Hold	7,181	–	–	0.02%	242
2022 Q3	$225K	Sell	7,181 -179	-2%	-$5.83K	0.02%	224
2022 Q2	$240K	Hold	7,360	–	–	0.02%	266
2022 Q1	$251K	Buy	+7,360	New	+$258K	0.02%	285

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 22.96% 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

Alpha Cubed Investments's SPIB Position: Q4 2025 in Review

Alpha Cubed Investments sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2025, closing a stake of 7,069 shares — an estimated $240K sold.

Alpha Cubed Investments first reported a position in SPIB in Q1 2022 and held it in 15 quarters. The position peaked at $263K in Q4 2023. 572 funds tracked by Wall St. Rank hold SPIB as of Q4 2025.

Alpha Cubed Investments reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Alpha Cubed Investments sold 7,069 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2025, an estimated $240K.
Alpha Cubed Investments first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2022 and held it in 15 quarters.
Alpha Cubed Investments's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $263K in Q4 2023.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.