Aveo Capital Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Aveo Capital Partners’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 Q1	–	Sell	-20,282	Closed	-$664K	–	308
2024 Q4	$664K	Buy	+20,282	New	+$671K	0.07%	167
2022 Q1	–	Sell	-33,969	Closed	-$1.23M	–	303
2021 Q4	$1.23M	Buy	33,969 +1,546	+5%	+$56K	0.22%	95
2021 Q3	$1.18M	Sell	32,423 -101,754	-76%	-$3.74M	0.25%	86
2021 Q2	$4.92M	Buy	134,177 +108,817	+429%	+$3.97M	1.09%	17
2021 Q1	$919K	Buy	+25,360	New	+$931K	0.23%	91
2020 Q4	–	Sell	-18,252	Closed	-$671K	–	155
2020 Q3	$671K	Buy	+18,252	New	+$672K	0.24%	89
2019 Q4	–	Sell	-90,841	Closed	-$3.2M	–	200
2019 Q3	$3.2M	Buy	90,841 +11,527	+15%	+$404K	1.32%	17
2019 Q2	$2.77M	Buy	+79,314	New	+$2.72M	1.2%	26
2019 Q1	–	Sell	-76,959	Closed	-$2.54M	–	175
2018 Q4	$2.54M	Buy	+76,959	New	+$2.54M	1.27%	18
2018 Q3	–	Sell	-64,031	Closed	-$2.13M	–	154
2018 Q2	$2.13M	Buy	+64,031	New	+$2.13M	0.94%	25

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

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

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

CCWA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Aveo Capital Partners's SPIB Position: Q1 2025 in Review

Aveo Capital Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2025, closing a stake of 20,282 shares — an estimated $664K sold.

Aveo Capital Partners first reported a position in SPIB in Q2 2018 and held it in 10 quarters. The position peaked at $4.92M in Q2 2021. 559 funds tracked by Wall St. Rank hold SPIB as of Q1 2025.

Aveo Capital Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 20,282 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2025, an estimated $664K.
Aveo Capital Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2018 and held it in 10 quarters.
Aveo Capital Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4.92M in Q2 2021.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.