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

Bellwether 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	-5,535	Closed	-$181K	–	530
2024 Q4	$181K	Buy	+5,535	New	+$183K	0.03%	144
2023 Q2	–	Sell	-4,808	Closed	-$156K	–	386
2023 Q1	$156K	Sell	4,808 -1,638	-25%	-$52.8K	0.04%	133
2022 Q4	$205K	Buy	6,446 +1,848	+40%	+$58.4K	0.06%	119
2022 Q3	$144K	Buy	4,598 +218	+5%	+$7.11K	0.05%	112
2022 Q2	$142K	Sell	4,380 -167	-4%	-$5.52K	0.05%	126
2022 Q1	$155K	Buy	+4,547	New	+$159K	0.05%	144

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

Bellwether Advisors's SPIB Position: Q1 2025 in Review

Bellwether Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2025, closing a stake of 5,535 shares — an estimated $181K sold.

Bellwether Advisors first reported a position in SPIB in Q1 2022 and held it in 6 quarters. The position peaked at $205K in Q4 2022. 559 funds tracked by Wall St. Rank hold SPIB as of Q1 2025.

Bellwether Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Bellwether Advisors sold 5,535 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2025, an estimated $181K.
Bellwether Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2022 and held it in 6 quarters.
Bellwether Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $205K in Q4 2022.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2025.

Based on Bellwether Advisors's 13F filing for Q1 2025, filed 7 May 2025.