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SPIB icon

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
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
Morgan Stanley
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return