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Brooks Moore & Associates’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Brooks Moore & Associates’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
-7,913
Closed -$263K – 108
2025
Q1 		$263K Buy
+7,913
New +$261K 0.15% 94

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

Brooks Moore & Associates's SPIB Position: Q2 2025 in Review

Brooks Moore & Associates sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2025, closing a stake of 7,913 shares — an estimated $263K sold.

Brooks Moore & Associates first reported a position in SPIB in Q1 2025 and held it in 1 quarter. The position peaked at $263K in Q1 2025. 559 funds tracked by Wall St. Rank hold SPIB as of Q2 2025.

  • Brooks Moore & Associates reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Brooks Moore & Associates sold 7,913 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2025, an estimated $263K.
  • Brooks Moore & Associates first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Brooks Moore & Associates's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $263K in Q1 2025.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2025.

Based on Brooks Moore & Associates's 13F filing for Q2 2025, filed 15 Aug 2025.