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

Austin Private Wealth’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	-32,664	Closed	-$1.11M	–	328
2025 Q3	$1.11M	Sell	32,664 -21,040	-39%	-$708K	0.08%	107
2025 Q2	$1.8M	Buy	53,704 +17,435	+48%	+$577K	0.14%	79
2025 Q1	$1.21M	Buy	36,269 +20,066	+124%	+$661K	0.11%	93
2024 Q4	$531K	Buy	+16,203	New	+$536K	0.05%	138
2021 Q1	–	Sell	-119,467	Closed	-$4.44M	–	125
2020 Q4	$4.44M	Buy	119,467 +20,149	+20%	+$744K	1.29%	14
2020 Q3	$3.65M	Buy	99,318 +35,800	+56%	+$1.32M	1.36%	15
2020 Q2	$2.32M	Buy	63,518 +43,392	+216%	+$1.54M	1.01%	16
2020 Q1	$684K	Buy	20,126 +4,596	+30%	+$161K	0.41%	28
2019 Q4	$548K	Buy	+15,530	New	+$547K	0.29%	36

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

Austin Private Wealth's SPIB Position: Q4 2025 in Review

Austin Private Wealth sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2025, closing a stake of 32,664 shares — an estimated $1.11M sold.

Austin Private Wealth first reported a position in SPIB in Q4 2019 and held it in 9 quarters. The position peaked at $4.44M in Q4 2020. 571 funds tracked by Wall St. Rank hold SPIB as of Q4 2025.

Austin Private Wealth reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Austin Private Wealth sold 32,664 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2025, an estimated $1.11M.
Austin Private Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and held it in 9 quarters.
Austin Private Wealth's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4.44M in Q4 2020.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.