CI
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CX Institutional’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

CX Institutional’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
Q3 		– Sell
-503
Closed -$17K – 1401
2025
Q2 		$17K Buy
+503
New +$16.7K ﹤0.01% 984
2022
Q3 		– Sell
-2,436
Closed -$80K – 1036
2022
Q2 		$80K Sell
2,436
-63,696
-96% -$2.11M 0.01% 587
2022
Q1 		$2.26M Sell
66,132
-1,997
-3% -$69.9K 0.18% 141
2021
Q4 		$2.46M Sell
68,129
-326
-0.5% -$11.8K 0.2% 146
2021
Q3 		$2.5M Buy
68,455
+6,144
+10% +$226K 0.2% 120
2021
Q2 		$2.29M Sell
62,311
-5,595
-8% -$204K 0.19% 134
2021
Q1 		$2.46M Sell
67,906
-3,931
-5% -$144K 0.22% 111
2020
Q4 		$2.67M Sell
71,837
-14,199
-17% -$524K 0.26% 113
2020
Q3 		$3.16M Buy
86,036
+4,564
+6% +$168K 0.34% 75
2020
Q2 		$2.98M Buy
81,472
+5,711
+8% +$203K 0.39% 56
2020
Q1 		$2.58M Buy
75,761
+46,194
+156% +$1.62M 0.42% 57
2019
Q4 		$1.04M Buy
29,567
+87
+0.3% +$3.07K 0.18% 109
2019
Q3 		$1.04M Buy
29,480
+515
+2% +$18.1K 0.17% 124
2019
Q2 		$1.01M Buy
28,965
+2,636
+10% +$90.4K 0.16% 130
2019
Q1 		$900K Buy
26,329
+2,089
+9% +$70.2K 0.16% 136
2018
Q4 		$801K Buy
24,240
+9,854
+68% +$325K 0.17% 107
2018
Q3 		$479K Sell
14,386
-1,382
-9% -$46K 0.16% 103
2018
Q2 		$525K Buy
+15,768
New +$525K 0.19% 95

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

CX Institutional's SPIB Position: Q3 2025 in Review

CX Institutional sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2025, closing a stake of 503 shares — an estimated $17K sold.

CX Institutional first reported a position in SPIB in Q2 2018 and held it in 18 quarters. The position peaked at $3.16M in Q3 2020. 558 funds tracked by Wall St. Rank hold SPIB as of Q3 2025.

  • CX Institutional reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • CX Institutional sold 503 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2025, an estimated $17K.
  • CX Institutional first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2018 and held it in 18 quarters.
  • CX Institutional's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.16M in Q3 2020.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2025.

Based on CX Institutional's 13F filing for Q3 2025, filed 23 Oct 2025.