Castleview Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Castleview Partners’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	-4,172	Closed	-$137K	–	503
2024 Q4	$137K	Buy	4,172 +3,455	+482%	+$114K	0.07%	226
2024 Q3	$24.2K	Hold	717	–	–	0.01%	420
2024 Q2	$23.3K	Hold	717	–	–	0.01%	419
2024 Q1	$23.4K	Hold	717	–	–	0.01%	447
2023 Q4	$23.5K	Hold	717	–	–	0.02%	412
2023 Q3	$22.6K	Hold	717	–	–	0.02%	345
2023 Q2	$23K	Hold	717	–	–	0.02%	342
2023 Q1	$23.3K	Hold	717	–	–	0.02%	327
2022 Q4	$22.8K	Hold	717	–	–	0.02%	286
2022 Q3	$22K	Sell	717 -7,733	-92%	-$252K	0.02%	314
2022 Q2	$173K	Buy	8,450 +7,733	+1,079%	+$256K	0.14%	158
2022 Q1	$24K	Buy	+717	New	+$25.1K	0.01%	412
2021 Q2	$18K	Buy	+498	New	+$18.2K	0.01%	576

Other funds holding SPIB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Castleview Partners's SPIB Position: Q1 2025 in Review

Castleview Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2025, closing a stake of 4,172 shares — an estimated $137K sold.

Castleview Partners first reported a position in SPIB in Q2 2021 and held it in 13 quarters. The position peaked at $173K in Q2 2022. 559 funds tracked by Wall St. Rank hold SPIB as of Q1 2025.

Castleview Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 4,172 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2025, an estimated $137K.
Castleview Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2021 and held it in 13 quarters.
Castleview Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $173K in Q2 2022.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.