C1AG
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Client 1st Advisory Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Client 1st Advisory Group’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 		– Sell
-5,981
Closed -$201K – 145
2025
Q2 		$201K Sell
5,981
-551
-8% -$18.2K 0.07% 127
2025
Q1 		$217K Sell
6,532
-4,021
-38% -$133K 0.08% 122
2024
Q4 		$346K Buy
10,553
+4,021
+62% +$133K 0.13% 85
2024
Q3 		$220K Hold
6,532
– – 0.09% 116
2024
Q2 		$213K Sell
6,532
-975
-13% -$31.6K 0.09% 110
2024
Q1 		$245K Sell
7,507
-904
-11% -$29.5K 0.11% 101
2023
Q4 		$276K Sell
8,411
-401
-5% -$12.7K 0.13% 84
2023
Q3 		$277K Sell
8,812
-5,931
-40% -$189K 0.15% 81
2023
Q2 		$473K Sell
14,743
-1,778
-11% -$57.4K 0.25% 53
2023
Q1 		$537K Sell
16,521
-431
-3% -$13.9K 0.29% 46
2022
Q4 		$540K Sell
16,952
-4,750
-22% -$150K 0.32% 44
2022
Q3 		$680K Sell
21,702
-414
-2% -$13.5K 0.42% 31
2022
Q2 		$722K Sell
22,116
-14,351
-39% -$474K 0.43% 30
2022
Q1 		$1.25M Sell
36,467
-2,366
-6% -$82.8K 0.61% 25
2021
Q4 		$1.4M Sell
38,833
-8,275
-18% -$300K 0.69% 24
2021
Q3 		$1.72M Sell
47,108
-21,378
-31% -$786K 0.88% 22
2021
Q2 		$2.51M Sell
68,486
-120,343
-64% -$4.39M 1.3% 20
2021
Q1 		$6.84M Sell
188,829
-55,052
-23% -$2.02M 3.92% 8
2020
Q4 		$9.02M Buy
243,881
+2,322
+1% +$85.7K 5.86% 6
2020
Q3 		$8.88M Buy
241,559
+41,874
+21% +$1.54M 6.22% 5
2020
Q2 		$7.35M Buy
199,685
+54,104
+37% +$1.92M 6.09% 4
2020
Q1 		$4.95M Buy
145,581
+23,132
+19% +$811K 5.22% 6
2019
Q4 		$4.32M Buy
+122,449
New +$4.32M 4.26% 6

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

Client 1st Advisory Group's SPIB Position: Q3 2025 in Review

Client 1st Advisory Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2025, closing a stake of 5,981 shares — an estimated $201K sold.

Client 1st Advisory Group first reported a position in SPIB in Q4 2019 and held it in 23 quarters. The position peaked at $9.02M in Q4 2020. 558 funds tracked by Wall St. Rank hold SPIB as of Q3 2025.

  • Client 1st Advisory Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Client 1st Advisory Group sold 5,981 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2025, an estimated $201K.
  • Client 1st Advisory Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and held it in 23 quarters.
  • Client 1st Advisory Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $9.02M in Q4 2020.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2025.

Based on Client 1st Advisory Group's 13F filing for Q3 2025, filed 17 Oct 2025.