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

Clarity Capital 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 Q2	$405K	Sell	12,053 -15,487	-56%	-$513K	0.14%	67
2025 Q1	$915K	Sell	27,540 -1,532	-5%	-$50.5K	0.37%	42
2024 Q4	$952K	Buy	29,072 +2,718	+10%	+$90K	0.49%	42
2024 Q3	$888K	Buy	26,354 +1	+0%	+$33	0.52%	48
2024 Q2	$858K	Buy	26,353 +815	+3%	+$26.4K	0.53%	48
2024 Q1	$835K	Sell	25,538 -17	-0.1%	-$555	0.55%	45
2023 Q4	$839K	Buy	+25,555	New	+$812K	0.59%	47

Other funds holding SPIB

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

DADC

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

CCWA

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

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

Clarity Capital Partners's SPIB Position: Q2 2025 in Review

Clarity Capital Partners reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 56% in Q2 2025, selling an estimated $513K and leaving 12,053 shares worth $405K. The position accounts for 0.14% of the portfolio, ranked #67.

Clarity Capital Partners first reported a position in SPIB in Q4 2023 and has held it in 7 quarters since. The position peaked at $952K in Q4 2024. 559 funds tracked by Wall St. Rank hold SPIB as of Q2 2025.

Clarity Capital Partners held 12,053 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $405K as of Q2 2025.
Clarity Capital Partners sold 15,487 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2025, an estimated $513K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.14% of Clarity Capital Partners's portfolio in Q2 2025, its #67 holding.
Clarity Capital Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and has held it in 7 quarters since.
Clarity Capital Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $952K in Q4 2024.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2025.

Based on Clarity Capital Partners's 13F filing for Q2 2025, filed 21 Jul 2025.