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

Concourse Financial Group Securities’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
-18,706
Closed -$614K – 1770
2024
Q4 		$614K Buy
18,706
+1,490
+9% +$49.3K 0.03% 431
2024
Q3 		$580K Sell
17,216
-1,492
-8% -$49.6K 0.03% 425
2024
Q2 		$609K Sell
18,708
-331
-2% -$10.7K 0.04% 393
2024
Q1 		$622K Sell
19,039
-11,649
-38% -$380K 0.04% 396
2023
Q4 		$1.01M Sell
30,688
-1,434
-4% -$45.6K 0.07% 291
2023
Q3 		$1.01M Sell
32,122
-15,407
-32% -$491K 0.08% 254
2023
Q2 		$1.53M Buy
47,529
+6,342
+15% +$205K 0.12% 184
2023
Q1 		$1.34M Sell
41,187
-2,211
-5% -$71.3K 0.1% 200
2022
Q4 		$1.38M Buy
43,398
+8,848
+26% +$280K 0.11% 199
2022
Q3 		$1.08M Buy
34,550
+7,339
+27% +$239K 0.1% 199
2022
Q2 		$888K Buy
27,211
+4,115
+18% +$136K 0.08% 266
2022
Q1 		$789K Sell
23,096
-6,586
-22% -$231K 0.06% 325
2021
Q4 		$1.07M Buy
29,682
+248
+0.8% +$8.99K 0.06% 312
2021
Q3 		$1.07M Sell
29,434
-744
-2% -$27.4K 0.07% 291
2021
Q2 		$1.11M Sell
30,178
-1,178
-4% -$43K 0.07% 272
2021
Q1 		$1.14M Buy
31,356
+3,580
+13% +$131K 0.08% 233
2020
Q4 		$1.03M Sell
27,776
-288
-1% -$10.6K 0.08% 225
2020
Q3 		$1.03M Sell
28,064
-780
-3% -$28.7K 0.09% 190
2020
Q2 		$1.05M Buy
28,844
+6,761
+31% +$240K 0.1% 159
2020
Q1 		$751K Sell
22,083
-1,871
-8% -$65.6K 0.08% 192
2019
Q4 		$846K Buy
23,954
+14,669
+158% +$517K 0.08% 188
2019
Q3 		$328K Sell
9,285
-62,781
-87% -$2.2M 0.08% 193
2019
Q2 		$2.52M Sell
72,066
-2,592
-3% -$88.9K 0.25% 74
2019
Q1 		$2.55M Buy
74,658
+38,746
+108% +$1.3M 0.26% 72
2018
Q4 		$1.19M Buy
35,912
+19,989
+126% +$659K 0.14% 137
2018
Q3 		$530K Buy
+15,923
New +$530K 0.15% 147

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
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
Morgan Stanley
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Concourse Financial Group Securities's SPIB Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2025, closing a stake of 18,706 shares — an estimated $614K sold.

Concourse Financial Group Securities first reported a position in SPIB in Q3 2018 and held it in 26 quarters. The position peaked at $2.55M in Q1 2019. 559 funds tracked by Wall St. Rank hold SPIB as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 18,706 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2025, an estimated $614K.
  • Concourse Financial Group Securities first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.55M in Q1 2019.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.