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

Atlantic Edge Private 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
Q2 		– Sell
-62
Closed -$2.06K – 524
2025
Q1 		$2.06K Hold
62
– – ﹤0.01% 458
2024
Q4 		$2.03K Hold
62
– – ﹤0.01% 442
2024
Q3 		$2.09K Hold
62
– – ﹤0.01% 445
2024
Q2 		$2.02K Sell
62
-129
-68% -$4.18K ﹤0.01% 427
2024
Q1 		$6.24K Sell
191
-27
-12% -$881 ﹤0.01% 364
2023
Q4 		$7.16K Buy
+218
New +$6.93K ﹤0.01% 331

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Atlantic Edge Private Wealth Management's SPIB Position: Q2 2025 in Review

Atlantic Edge Private Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2025, closing a stake of 62 shares — an estimated $2.06K sold.

Atlantic Edge Private Wealth Management first reported a position in SPIB in Q4 2023 and held it in 6 quarters. The position peaked at $7.16K in Q4 2023. 559 funds tracked by Wall St. Rank hold SPIB as of Q2 2025.

  • Atlantic Edge Private Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 62 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2025, an estimated $2.06K.
  • Atlantic Edge Private Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
  • Atlantic Edge Private Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $7.16K in Q4 2023.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.