CWM
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Cabot Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Cabot Wealth Management’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
-398,838
Closed -$13.1M – 131
2024
Q4 		$13.1M Buy
398,838
+18,294
+5% +$606K 1.66% 22
2024
Q3 		$12.8M Sell
380,544
-338,029
-47% -$11.2M 1.6% 25
2024
Q2 		$23.4M Sell
718,573
-8,844
-1% -$286K 3.07% 4
2024
Q1 		$23.8M Buy
727,417
+74,670
+11% +$2.44M 3.11% 3
2023
Q4 		$21.4M Buy
652,747
+329,715
+102% +$10.5M 2.98% 3
2023
Q3 		$10.2M Sell
323,032
-4,570
-1% -$146K 1.56% 26
2023
Q2 		$10.5M Sell
327,602
-1,533
-0.5% -$49.5K 1.57% 24
2023
Q1 		$10.7M Sell
329,135
-9,768
-3% -$315K 1.69% 23
2022
Q4 		$10.8M Buy
338,903
+49,754
+17% +$1.57M 1.82% 20
2022
Q3 		$9.06M Sell
289,149
-25,545
-8% -$833K 1.53% 25
2022
Q2 		$10.3M Buy
314,694
+269,772
+601% +$8.92M 1.63% 25
2022
Q1 		$1.53M Buy
+44,922
New +$1.57M 0.21% 89

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

Cabot Wealth Management's SPIB Position: Q1 2025 in Review

Cabot Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2025, closing a stake of 398,838 shares — an estimated $13.1M sold.

Cabot Wealth Management first reported a position in SPIB in Q1 2022 and held it in 12 quarters. The position peaked at $23.8M in Q1 2024. 559 funds tracked by Wall St. Rank hold SPIB as of Q1 2025.

  • Cabot Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Cabot Wealth Management sold 398,838 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2025, an estimated $13.1M.
  • Cabot Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2022 and held it in 12 quarters.
  • Cabot Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $23.8M in Q1 2024.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2025.

Based on Cabot Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.