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

Burt Wealth 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
Q3 		$29M Buy
856,611
+21,938
+3% +$738K 7.13% 5
2025
Q2 		$28M Buy
834,673
+9,568
+1% +$317K 6.41% 5
2025
Q1 		$27.4M Buy
825,105
+16,834
+2% +$555K 6.87% 5
2024
Q4 		$26.5M Buy
808,271
+26,383
+3% +$873K 6.72% 5
2024
Q3 		$26.4M Buy
781,888
+25,803
+3% +$857K 6.49% 6
2024
Q2 		$24.6M Sell
756,085
-20,774
-3% -$673K 6.49% 6
2024
Q1 		$25.4M Buy
776,859
+45,990
+6% +$1.5M 6.44% 6
2023
Q4 		$24M Buy
730,869
+31,037
+4% +$986K 6.85% 4
2023
Q3 		$22M Buy
699,832
+19,690
+3% +$627K 6.76% 4
2023
Q2 		$21.8M Buy
680,142
+42,908
+7% +$1.39M 6.58% 5
2023
Q1 		$20.7M Buy
+637,234
New +$20.6M 6.43% 5

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
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Burt Wealth Advisors's SPIB Position: Q3 2025 in Review

Burt Wealth Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2.6% in Q3 2025, buying an estimated $738K and bringing the position to 856,611 shares worth $29M. The position accounts for 7.13% of the portfolio, ranked #5.

Burt Wealth Advisors first reported a position in SPIB in Q1 2023 and has held it in 11 quarters since. 558 funds tracked by Wall St. Rank hold SPIB as of Q3 2025.

  • Burt Wealth Advisors held 856,611 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $29M as of Q3 2025.
  • Burt Wealth Advisors bought 21,938 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2025, an estimated $738K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 7.13% of Burt Wealth Advisors's portfolio in Q3 2025, its #5 holding.
  • Burt Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2023 and has held it in 11 quarters since.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.