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Continuum Advisory’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Continuum Advisory’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
-137
Closed -$4.55K – 1402
2025
Q1 		$4.55K Sell
137
-292
-68% -$9.63K ﹤0.01% 1131
2024
Q4 		$14K Buy
429
+394
+1,126% +$13K ﹤0.01% 920
2024
Q3 		$1.15K Buy
+35
New +$1.16K ﹤0.01% 1594
2019
Q1 		– Sell
-7,495
Closed -$248K – 158
2018
Q4 		$248K Sell
7,495
-326
-4% -$10.7K 0.18% 127
2018
Q3 		$259K Sell
7,821
-131
-2% -$4.36K 0.17% 124
2018
Q2 		$265K Sell
7,952
-585
-7% -$19.5K 0.19% 113
2018
Q1 		$286K Sell
8,537
-3,277
-28% -$111K 0.24% 105
2017
Q4 		$404K Buy
11,814
+54
+0.5% +$1.86K 0.31% 92
2017
Q3 		$406K Sell
11,760
-737
-6% -$25.4K 0.36% 80
2017
Q2 		$430K Sell
12,497
-3,744
-23% -$129K 0.43% 67
2017
Q1 		$554K Buy
+16,241
New +$552K 0.67% 39

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
Creative Planning
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
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return