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

Coldstream Capital Management’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	–	Sell	-1	Closed	-$34	–	3042
2025 Q1	$34	Buy	+1	New	+$33	﹤0.01%	3528

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 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

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

Coldstream Capital Management's SPIB Position: Q2 2025 in Review

Coldstream Capital Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2025, closing a stake of 1 share — an estimated $34 sold.

Coldstream Capital Management first reported a position in SPIB in Q1 2025 and held it in 1 quarter. The position peaked at $34 in Q1 2025. 559 funds tracked by Wall St. Rank hold SPIB as of Q2 2025.

Coldstream Capital Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Coldstream Capital Management sold 1 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share in Q2 2025, an estimated $34.
Coldstream Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
Coldstream Capital Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $34 in Q1 2025.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.