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Blue Trust Inc’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Blue Trust Inc’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
-11
Closed -$366 – 2597
2025
Q1 		$366 Buy
+11
New +$363 ﹤0.01% 2385
2024
Q4 		– Sell
-9,370
Closed -$305K – 2921
2024
Q3 		$305K Buy
9,370
+9,255
+8,048% +$308K ﹤0.01% 668
2024
Q2 		$3.76K Hold
115
– – ﹤0.01% 2284
2024
Q1 		$3.76K Buy
+115
New +$3.75K ﹤0.01% 1690

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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Blue Trust Inc's SPIB Position: Q2 2025 in Review

Blue Trust Inc sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2025, closing a stake of 11 shares — an estimated $366 sold.

Blue Trust Inc first reported a position in SPIB in Q1 2024 and held it in 4 quarters. The position peaked at $305K in Q3 2024. 559 funds tracked by Wall St. Rank hold SPIB as of Q2 2025.

  • Blue Trust Inc reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Blue Trust Inc sold 11 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2025, an estimated $366.
  • Blue Trust Inc first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and held it in 4 quarters.
  • Blue Trust Inc's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $305K in Q3 2024.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2025.

Based on Blue Trust Inc's 13F filing for Q2 2025, filed 24 Jul 2025.