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Ballast Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Ballast 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
Q4 		– Sell
-328
Closed -$11.1K – 182
2025
Q3 		$11.1K Buy
+328
New +$11K ﹤0.01% 174
2024
Q2 		– Sell
-486
Closed -$15.9K – 172
2024
Q1 		$15.9K Buy
486
+306
+170% +$9.98K 0.01% 155
2023
Q4 		$5.91K Buy
+180
New +$5.72K ﹤0.01% 163

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ballast Advisors's SPIB Position: Q4 2025 in Review

Ballast Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2025, closing a stake of 328 shares — an estimated $11.1K sold.

Ballast Advisors first reported a position in SPIB in Q4 2023 and held it in 3 quarters. The position peaked at $15.9K in Q1 2024. 572 funds tracked by Wall St. Rank hold SPIB as of Q4 2025.

  • Ballast Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Ballast Advisors sold 328 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2025, an estimated $11.1K.
  • Ballast Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Ballast Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $15.9K in Q1 2024.
  • 572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2025.

Based on Ballast Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.