Consolidated Portfolio Review Corp’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Consolidated Portfolio Review Corp’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 Q4	–	Sell	-81,442	Closed	-$2.76M	–	347
2025 Q3	$2.76M	Buy	81,442 +3,648	+5%	+$123K	0.35%	71
2025 Q2	$2.61M	Buy	77,794 +131	+0.2%	+$4.34K	0.36%	67
2025 Q1	$2.58M	Buy	77,663 +290	+0.4%	+$9.56K	0.41%	63
2024 Q4	$2.53M	Buy	77,373 +215	+0.3%	+$7.12K	0.4%	67
2024 Q3	$2.6M	Buy	77,158 +2,131	+3%	+$70.8K	0.58%	39
2024 Q2	$2.44M	Buy	75,027 +635	+0.9%	+$20.6K	0.57%	40
2024 Q1	$2.43M	Sell	74,392 -554	-0.7%	-$18.1K	0.64%	47
2023 Q4	$2.46M	Buy	74,946 +1,846	+3%	+$58.7K	0.56%	48
2023 Q3	$2.3M	Buy	73,100 +2,834	+4%	+$90.3K	0.56%	43
2023 Q2	$2.26M	Buy	70,266 +778	+1%	+$25.1K	0.54%	50
2023 Q1	$2.26M	Buy	+69,488	New	+$2.24M	0.61%	44

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 $9.05B AUM 13.04% 1-Year Est. Return

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

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

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 $18.1B AUM 24.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Consolidated Portfolio Review Corp's SPIB Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2025, closing a stake of 81,442 shares — an estimated $2.76M sold.

Consolidated Portfolio Review Corp first reported a position in SPIB in Q1 2023 and held it in 11 quarters. The position peaked at $2.76M in Q3 2025. 571 funds tracked by Wall St. Rank hold SPIB as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 81,442 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2025, an estimated $2.76M.
Consolidated Portfolio Review Corp first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2023 and held it in 11 quarters.
Consolidated Portfolio Review Corp's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.76M in Q3 2025.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.