EWM
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EPG Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

EPG Wealth 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
-113
Closed -$3.84K – 329
2025
Q3 		$3.84K Buy
113
+1
+0.9% +$34 ﹤0.01% 301
2025
Q2 		$3.77K Sell
112
-14
-11% -$464 ﹤0.01% 297
2025
Q1 		$4.18K Sell
126
-19
-13% -$626 ﹤0.01% 397
2024
Q4 		$4.75K Buy
145
+2
+1% +$66 ﹤0.01% 400
2024
Q3 		$4.82K Buy
+143
New +$4.75K ﹤0.01% 396
2024
Q2 		– Sell
-140
Closed -$4.54K – 418
2024
Q1 		$4.57K Buy
140
+1
+0.7% +$33 ﹤0.01% 414
2023
Q4 		$4.51K Buy
139
+2
+1% +$64 ﹤0.01% 397
2023
Q3 		$4.3K Buy
137
+2
+1% +$64 ﹤0.01% 393
2023
Q2 		$4.35K Buy
135
+1
+0.7% +$32 ﹤0.01% 384
2023
Q1 		$4.36K Buy
134
+1
+0.8% +$32 ﹤0.01% 392
2022
Q4 		$4.25K Buy
133
+1
+0.8% +$32 ﹤0.01% 356
2022
Q3 		$4K Buy
+132
New +$4.3K ﹤0.01% 362
2022
Q2 		– Sell
-130
Closed -$4K – 373
2022
Q1 		$4K Hold
130
– – ﹤0.01% 375
2021
Q4 		$5K Buy
130
+1
+0.8% +$36 ﹤0.01% 377
2021
Q3 		$5K Buy
+129
New +$4.74K ﹤0.01% 352
2020
Q2 		– Sell
-230
Closed -$8K – 666
2020
Q1 		$8K Sell
230
-326
-59% -$11.4K 0.01% 523
2019
Q4 		$20K Buy
+556
New +$19.6K 0.01% 353

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

EPG Wealth Management's SPIB Position: Q4 2025 in Review

EPG Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2025, closing a stake of 113 shares — an estimated $3.84K sold.

EPG Wealth Management first reported a position in SPIB in Q4 2019 and held it in 17 quarters. The position peaked at $20K in Q4 2019. 573 funds tracked by Wall St. Rank hold SPIB as of Q4 2025.

  • EPG Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • EPG Wealth Management sold 113 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2025, an estimated $3.84K.
  • EPG Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and held it in 17 quarters.
  • EPG Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $20K in Q4 2019.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2025.

Based on EPG Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.