EAM
SPIB icon

Empirical Asset Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Empirical Asset 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
-7,340
Closed -$249K – 382
2025
Q3 		$249K Buy
7,340
+62
+0.9% +$2.09K 0.07% 317
2025
Q2 		$244K Sell
7,278
-172
-2% -$5.7K 0.08% 284
2025
Q1 		$248K Sell
7,450
-683
-8% -$22.5K 0.08% 273
2024
Q4 		$266K Buy
+8,133
New +$269K 0.09% 245

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MERSOM
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Envestnet Asset Management
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AFI
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return