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Duff & Phelps Investment Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Duff & Phelps Investment Management’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
-376,265
Closed -$12.8M – 150
2025
Q3 		$12.8M Buy
376,265
+3,850
+1% +$130K 0.14% 97
2025
Q2 		$12.5M Buy
372,415
+5,500
+1% +$182K 0.15% 99
2025
Q1 		$12.2M Buy
366,915
+1,200
+0.3% +$39.6K 0.14% 95
2024
Q4 		$12M Buy
365,715
+3,700
+1% +$122K 0.14% 100
2024
Q3 		$12.2M Buy
362,015
+3,700
+1% +$123K 0.14% 103
2024
Q2 		$11.7M Buy
358,315
+3,860
+1% +$125K 0.15% 108
2024
Q1 		$11.6M Buy
354,455
+2,400
+0.7% +$78.3K 0.14% 119
2023
Q4 		$11.6M Buy
352,055
+4,800
+1% +$153K 0.14% 114
2023
Q3 		$10.9M Buy
347,255
+3,350
+1% +$107K 0.14% 116
2023
Q2 		$11M Buy
343,905
+3,150
+0.9% +$102K 0.13% 117
2023
Q1 		$11.1M Buy
340,755
+2,700
+0.8% +$87.1K 0.13% 116
2022
Q4 		$10.8M Buy
338,055
+2,710
+0.8% +$85.7K 0.13% 120
2022
Q3 		$10.5M Buy
335,345
+2,815
+0.8% +$91.8K 0.13% 120
2022
Q2 		$10.8M Buy
332,530
+1,120
+0.3% +$37K 0.13% 104
2022
Q1 		$11.3M Buy
331,410
+1,750
+0.5% +$61.3K 0.13% 106
2021
Q4 		$11.9M Buy
329,660
+840
+0.3% +$30.4K 0.14% 102
2021
Q3 		$12M Buy
328,820
+1,120
+0.3% +$41.2K 0.16% 103
2021
Q2 		$12M Buy
327,700
+1,050
+0.3% +$38.3K 0.16% 104
2021
Q1 		$11.8M Buy
326,650
+1,240
+0.4% +$45.5K 0.16% 102
2020
Q4 		$12.1M Buy
325,410
+2,000
+0.6% +$73.8K 0.18% 101
2020
Q3 		$11.9M Buy
323,410
+1,010
+0.3% +$37.2K 0.18% 96
2020
Q2 		$11.8M Buy
322,400
+1,800
+0.6% +$64K 0.19% 94
2020
Q1 		$10.9M Buy
320,600
+1,700
+0.5% +$59.6K 0.19% 89
2019
Q4 		$11.3M Buy
318,900
+2,000
+0.6% +$70.5K 0.15% 105
2019
Q3 		$11.2M Buy
316,900
+2,000
+0.6% +$70.2K 0.15% 106
2019
Q2 		$11M Buy
314,900
+3,000
+1% +$103K 0.15% 105
2019
Q1 		$10.7M Buy
311,900
+2,400
+0.8% +$80.6K 0.16% 102
2018
Q4 		$10.2M Buy
309,500
+1,700
+0.6% +$56K 0.17% 103
2018
Q3 		$10.3M Buy
307,800
+2,000
+0.7% +$66.6K 0.16% 106
2018
Q2 		$10.2M Buy
305,800
+2,500
+0.8% +$83.2K 0.15% 111
2018
Q1 		$10.2M Buy
303,300
+2,000
+0.7% +$67.5K 0.16% 111
2017
Q4 		$10.3M Buy
301,300
+2,000
+0.7% +$68.7K 0.15% 118
2017
Q3 		$10.3M Buy
299,300
+3,000
+1% +$104K 0.14% 128
2017
Q2 		$10.2M Buy
296,300
+1,000
+0.3% +$34.4K 0.15% 123
2017
Q1 		$10.1M Buy
295,300
+800
+0.3% +$27.2K 0.14% 127
2016
Q4 		$9.99M Buy
+294,500
New +$10.1M 0.14% 124

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 22.9% 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

Duff & Phelps Investment Management's SPIB Position: Q4 2025 in Review

Duff & Phelps Investment Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2025, closing a stake of 376,265 shares — an estimated $12.8M sold.

Duff & Phelps Investment Management first reported a position in SPIB in Q4 2016 and held it in 36 quarters. The position peaked at $12.8M in Q3 2025. 574 funds tracked by Wall St. Rank hold SPIB as of Q4 2025.

  • Duff & Phelps Investment Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 376,265 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2025, an estimated $12.8M.
  • Duff & Phelps Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2016 and held it in 36 quarters.
  • Duff & Phelps Investment Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $12.8M in Q3 2025.
  • 574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2025.

Based on Duff & Phelps Investment Management's 13F filing for Q4 2025, filed 26 Jan 2026.