Clifford Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Clifford 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 Q1	–	Sell	-72,801	Closed	-$2.38M	–	79
2024 Q4	$2.38M	Buy	72,801 +6,105	+9%	+$202K	1.82%	13
2024 Q3	$2.25M	Buy	66,696 +3,743	+6%	+$124K	1.75%	13
2024 Q2	$2.05M	Buy	62,953 +3,129	+5%	+$101K	1.65%	14
2024 Q1	$1.96M	Buy	59,824 +15,887	+36%	+$518K	1.61%	12
2023 Q4	$1.44M	Buy	43,937 +20,322	+86%	+$646K	1.34%	17
2023 Q3	$743K	Buy	+23,615	New	+$752K	0.81%	24

Other funds holding SPIB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $16.5B AUM 19.94% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Clifford Group's SPIB Position: Q1 2025 in Review

Clifford Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2025, closing a stake of 72,801 shares — an estimated $2.38M sold.

Clifford Group first reported a position in SPIB in Q3 2023 and held it in 6 quarters. The position peaked at $2.38M in Q4 2024. 559 funds tracked by Wall St. Rank hold SPIB as of Q1 2025.

Clifford Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Clifford Group sold 72,801 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2025, an estimated $2.38M.
Clifford Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2023 and held it in 6 quarters.
Clifford Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.38M in Q4 2024.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2025.

Based on Clifford Group's 13F filing for Q1 2025, filed 15 May 2025.