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

Csenge Advisory 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
Q4 		– Sell
-5,916
Closed -$200K – 758
2025
Q3 		$200K Sell
5,916
-1,455
-20% -$49K 0.01% 660
2025
Q2 		$245K Sell
7,371
-934
-11% -$30.9K 0.01% 608
2025
Q1 		$274K Sell
8,305
-2,347
-22% -$77.4K 0.02% 557
2024
Q4 		$349K Buy
10,652
+4,475
+72% +$148K 0.02% 517
2024
Q3 		$206K Buy
+6,177
New +$205K 0.01% 671
2022
Q2 		– Sell
-7,274
Closed -$248K – 669
2022
Q1 		$248K Sell
7,274
-8,821
-55% -$309K 0.02% 547
2021
Q4 		$589K Buy
16,095
+9,749
+154% +$353K 0.05% 306
2021
Q3 		$232K Sell
6,346
-9,749
-61% -$358K 0.02% 520
2021
Q2 		$589K Buy
+16,095
New +$588K 0.05% 307
2021
Q1 		– Sell
-6,933
Closed -$258K – 519
2020
Q4 		$258K Sell
6,933
-1,841
-21% -$67.9K 0.03% 356
2020
Q3 		$322K Sell
8,774
-2,209
-20% -$81.3K 0.04% 291
2020
Q2 		$401K Buy
10,983
+4,619
+73% +$164K 0.06% 232
2020
Q1 		$216K Buy
+6,364
New +$223K 0.06% 262

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
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Csenge Advisory Group's SPIB Position: Q4 2025 in Review

Csenge Advisory Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2025, closing a stake of 5,916 shares — an estimated $200K sold.

Csenge Advisory Group first reported a position in SPIB in Q1 2020 and held it in 13 quarters. The position peaked at $589K in Q4 2021. 573 funds tracked by Wall St. Rank hold SPIB as of Q4 2025.

  • Csenge Advisory Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 5,916 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2025, an estimated $200K.
  • Csenge Advisory Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2020 and held it in 13 quarters.
  • Csenge Advisory Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $589K in Q4 2021.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2025.

Based on Csenge Advisory Group's 13F filing for Q4 2025, filed 6 Feb 2026.