Avantax Advisory Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Avantax Advisory Services’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	$15.3M	Buy	454,718 +31,822	+8%	+$1.05M	0.08%	185
2025 Q1	$14.1M	Buy	422,896 +71,063	+20%	+$2.34M	0.09%	181
2024 Q4	$11.5M	Buy	351,833 +78,501	+29%	+$2.6M	0.07%	196
2024 Q3	$9.21M	Buy	273,332 +30,165	+12%	+$1M	0.06%	235
2024 Q2	$7.92M	Buy	243,167 +45,167	+23%	+$1.46M	0.06%	256
2024 Q1	$6.47M	Buy	198,000 +59,092	+43%	+$1.93M	0.06%	249
2023 Q4	$4.56M	Buy	138,908 +30,089	+28%	+$956K	0.05%	298
2023 Q3	$3.42M	Buy	108,819 +9,275	+9%	+$295K	0.04%	328
2023 Q2	$3.2M	Buy	99,544 +15,682	+19%	+$506K	0.04%	341
2023 Q1	$2.72M	Buy	83,862 +6,783	+9%	+$219K	0.03%	359
2022 Q4	$2.45M	Buy	77,079 +5,579	+8%	+$176K	0.03%	365
2022 Q3	$2.24M	Buy	71,500 +8,353	+13%	+$272K	0.03%	351
2022 Q2	$2.06M	Buy	63,147 +22,754	+56%	+$752K	0.03%	371
2022 Q1	$1.38M	Buy	40,393 +5,732	+17%	+$201K	0.02%	459
2021 Q4	$1.25M	Buy	34,661 +7,773	+29%	+$282K	0.02%	462
2021 Q3	$975K	Sell	26,888 -16,725	-38%	-$615K	0.02%	500
2021 Q2	$1.61M	Buy	43,613 +38,112	+693%	+$1.39M	0.03%	375
2021 Q1	$202K	Buy	+5,501	New	+$202K	﹤0.01%	961

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Avantax Advisory Services's SPIB Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 7.5% in Q2 2025, buying an estimated $1.05M and bringing the position to 454,718 shares worth $15.3M. The position accounts for 0.08% of the portfolio, ranked #185.

Avantax Advisory Services first reported a position in SPIB in Q1 2021 and has held it in 18 quarters since. 559 funds tracked by Wall St. Rank hold SPIB as of Q2 2025.

Avantax Advisory Services held 454,718 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $15.3M as of Q2 2025.
Avantax Advisory Services bought 31,822 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2025, an estimated $1.05M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.08% of Avantax Advisory Services's portfolio in Q2 2025, its #185 holding.
Avantax Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2021 and has held it in 18 quarters since.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.