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CFS Investment Advisory Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

CFS Investment Advisory Services’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
Q4 		– Sell
-23,110
Closed -$787K – 353
2025
Q3 		$787K Buy
23,110
+1,813
+9% +$61K 0.06% 198
2025
Q2 		$715K Sell
21,297
-21,205
-50% -$702K 0.06% 195
2025
Q1 		$1.41M Sell
42,502
-2,235
-5% -$73.7K 0.13% 135
2024
Q4 		$1.47M Sell
44,737
-23,887
-35% -$791K 0.13% 128
2024
Q3 		$2.31M Buy
68,624
+36,748
+115% +$1.22M 0.19% 93
2024
Q2 		$1.04M Sell
31,876
-31,776
-50% -$1.03M 0.08% 141
2024
Q1 		$2.08M Sell
63,652
-71,376
-53% -$2.33M 0.35% 51
2023
Q4 		$4.43M Buy
135,028
+51,809
+62% +$1.65M 0.8% 24
2023
Q3 		$2.62M Sell
83,219
-49,874
-37% -$1.59M 0.42% 45
2023
Q2 		$4.27M Sell
133,093
-252
-0.2% -$8.14K 0.55% 33
2023
Q1 		$4.33M Buy
133,345
+68,515
+106% +$2.21M 0.79% 24
2022
Q4 		$2.06M Sell
64,830
-1,989,171
-97% -$62.9M 0.47% 34
2022
Q3 		$2.05M Buy
2,054,001
+1,994,139
+3,331% +$65M 0.47% 35
2022
Q2 		$1.95M Sell
59,862
-1,968,040
-97% -$65.1M 0.3% 73
2022
Q1 		$72K Buy
2,027,902
+1,969,092
+3,348% +$68.9M 0.31% 48
2021
Q4 		$2.09M Buy
58,810
+11,721
+25% +$425K 0.28% 74
2021
Q3 		$1.72M Buy
+47,089
New +$1.73M 0.24% 104
2020
Q4 		$10.8M Buy
+291,253
New +$10.7M 1.73% 12

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 $18.1B AUM 24.63% 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

CFS Investment Advisory Services's SPIB Position: Q4 2025 in Review

CFS Investment Advisory Services sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2025, closing a stake of 23,110 shares — an estimated $787K sold.

CFS Investment Advisory Services first reported a position in SPIB in Q4 2020 and held it in 18 quarters. The position peaked at $10.8M in Q4 2020. 571 funds tracked by Wall St. Rank hold SPIB as of Q4 2025.

  • CFS Investment Advisory Services reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • CFS Investment Advisory Services sold 23,110 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2025, an estimated $787K.
  • CFS Investment Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2020 and held it in 18 quarters.
  • CFS Investment Advisory Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $10.8M in Q4 2020.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2025.

Based on CFS Investment Advisory Services's 13F filing for Q4 2025, filed 10 Feb 2026.