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

Cooper Financial 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
Q2 		– Sell
-7,643
Closed -$254K – 406
2025
Q1 		$254K Buy
7,643
+1
+0% +$33 0.03% 333
2024
Q4 		$250K Sell
7,642
-1
-0% -$33 0.03% 338
2024
Q3 		$258K Buy
7,643
+107
+1% +$3.56K 0.03% 329
2024
Q2 		$245K Buy
7,536
+468
+7% +$15.2K 0.04% 337
2024
Q1 		$231K Buy
+7,068
New +$231K 0.04% 325
2021
Q2 		– Sell
-15,518
Closed -$563K – 263
2021
Q1 		$563K Sell
15,518
-317,022
-95% -$11.6M 0.13% 112
2020
Q4 		$12.4M Sell
332,540
-25,056
-7% -$925K 2.52% 8
2020
Q3 		$13.1M Buy
357,596
+20,623
+6% +$759K 3.79% 6
2020
Q2 		$12.3M Buy
336,973
+92,160
+38% +$3.28M 3.98% 6
2020
Q1 		$8.33M Buy
244,813
+26,987
+12% +$946K 3.47% 6
2019
Q4 		$7.69M Buy
217,826
+8,523
+4% +$300K 3.08% 7
2019
Q3 		$7.38M Buy
209,303
+9,324
+5% +$327K 3.33% 7
2019
Q2 		$6.99M Buy
199,979
+10,419
+5% +$357K 3.39% 6
2019
Q1 		$6.48M Buy
189,560
+19,612
+12% +$659K 3.57% 7
2018
Q4 		$5.62M Buy
+169,948
New +$5.6M 3.81% 6

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cooper Financial Group's SPIB Position: Q2 2025 in Review

Cooper Financial Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2025, closing a stake of 7,643 shares — an estimated $254K sold.

Cooper Financial Group first reported a position in SPIB in Q4 2018 and held it in 15 quarters. The position peaked at $13.1M in Q3 2020. 559 funds tracked by Wall St. Rank hold SPIB as of Q2 2025.

  • Cooper Financial Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Cooper Financial Group sold 7,643 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2025, an estimated $254K.
  • Cooper Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2018 and held it in 15 quarters.
  • Cooper Financial Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $13.1M in Q3 2020.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2025.

Based on Cooper Financial Group's 13F filing for Q2 2025, filed 18 Jul 2025.