Barnes Wealth Management Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Barnes Wealth Management Group’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	–	Sell	-7,503	Closed	-$249K	–	173
2025 Q1	$249K	Sell	7,503 -4,889	-39%	-$161K	0.16%	124
2024 Q4	$406K	Buy	+12,392	New	+$410K	0.27%	82

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 $16.5B AUM 19.94% 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 $49B AUM 17.78% 1-Year Est. Return

Barnes Wealth Management Group's SPIB Position: Q2 2025 in Review

Barnes Wealth Management Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2025, closing a stake of 7,503 shares — an estimated $249K sold.

Barnes Wealth Management Group first reported a position in SPIB in Q4 2024 and held it in 2 quarters. The position peaked at $406K in Q4 2024. 559 funds tracked by Wall St. Rank hold SPIB as of Q2 2025.

Barnes Wealth Management Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Barnes Wealth Management Group sold 7,503 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2025, an estimated $249K.
Barnes Wealth Management Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
Barnes Wealth Management Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $406K in Q4 2024.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2025.

Based on Barnes Wealth Management Group's 13F filing for Q2 2025, filed 27 Aug 2025.