B. Riley Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

B. Riley Wealth Advisors’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	-57,382	Closed	-$1.88M	–	1411
2024 Q4	$1.88M	Sell	57,382 -17,492	-23%	-$579K	0.06%	290
2024 Q3	$2.52M	Sell	74,874 -60,048	-45%	-$2M	0.07%	275
2024 Q2	$4.39M	Buy	134,922 +123,326	+1,064%	+$3.99M	0.11%	179
2024 Q1	$365K	Sell	11,596 -45,348	-80%	-$1.48M	0.01%	950
2023 Q4	$1.87M	Buy	56,944 +45,348	+391%	+$1.44M	0.05%	380
2023 Q3	$365K	Buy	11,596 +4,616	+66%	+$147K	0.01%	950
2023 Q2	$224K	Buy	6,980 +20	+0.3%	+$646	0.01%	1291
2023 Q1	$226K	Buy	+6,960	New	+$224K	0.01%	1230

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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 $617B AUM 30.33% 1-Year Est. Return

WMN

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

B. Riley Wealth Advisors's SPIB Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2025, closing a stake of 57,382 shares — an estimated $1.88M sold.

B. Riley Wealth Advisors first reported a position in SPIB in Q1 2023 and held it in 8 quarters. The position peaked at $4.39M in Q2 2024. 559 funds tracked by Wall St. Rank hold SPIB as of Q1 2025.

B. Riley Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 57,382 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2025, an estimated $1.88M.
B. Riley Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2023 and held it in 8 quarters.
B. Riley Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4.39M in Q2 2024.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.