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Financial Advocates Investment Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Financial Advocates 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
Q3 		– Sell
-207,863
Closed -$6.98M – 524
2025
Q2 		$6.98M Sell
207,863
-3,560
-2% -$118K 0.57% 34
2025
Q1 		$7.03M Buy
211,423
+8,377
+4% +$276K 0.49% 45
2024
Q4 		$6.65M Buy
203,046
+5,107
+3% +$169K 0.38% 56
2024
Q3 		$6.67M Buy
197,939
+33,437
+20% +$1.11M 0.38% 59
2024
Q2 		$5.36M Buy
164,502
+80,640
+96% +$2.61M 0.33% 65
2024
Q1 		$2.73M Buy
83,862
+41,521
+98% +$1.35M 0.16% 142
2023
Q4 		$1.39M Sell
42,341
-3,882
-8% -$123K 0.09% 221
2023
Q3 		$1.45M Buy
46,223
+4,251
+10% +$135K 0.1% 214
2023
Q2 		$1.35M Buy
41,972
+11,346
+37% +$366K 0.1% 219
2023
Q1 		$995K Buy
30,626
+8,589
+39% +$277K 0.07% 292
2022
Q4 		$701K Buy
22,037
+13,917
+171% +$440K 0.05% 366
2022
Q3 		$528K Buy
8,120
+149
+2% +$4.86K 0.04% 404
2022
Q2 		$260K Buy
7,971
+1,238
+18% +$40.9K 0.02% 547
2022
Q1 		$230K Sell
6,733
-2,051
-23% -$71.8K 0.02% 652
2021
Q4 		$318K Buy
8,784
+1,371
+18% +$49.7K 0.02% 619
2021
Q3 		$271K Sell
7,413
-775
-9% -$28.5K 0.02% 631
2021
Q2 		$300K Sell
8,188
-7,094
-46% -$259K 0.02% 617
2021
Q1 		$554K Sell
15,282
-1,603
-9% -$58.8K 0.04% 458
2020
Q4 		$643K Sell
16,885
-352
-2% -$13K 0.04% 391
2020
Q3 		$634K Sell
17,237
-576
-3% -$21.2K 0.05% 328
2020
Q2 		$638K Buy
17,813
+4,304
+32% +$153K 0.06% 321
2020
Q1 		$459K Buy
13,509
+3,499
+35% +$123K 0.07% 288
2019
Q4 		$354K Buy
+10,010
New +$353K 0.04% 371

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 $654B AUM 26.35% 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 $3.8B AUM 0.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Advocates Investment Management's SPIB Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2025, closing a stake of 207,863 shares — an estimated $6.98M sold.

Financial Advocates Investment Management first reported a position in SPIB in Q4 2019 and held it in 23 quarters. The position peaked at $7.03M in Q1 2025. 558 funds tracked by Wall St. Rank hold SPIB as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 207,863 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2025, an estimated $6.98M.
  • Financial Advocates Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and held it in 23 quarters.
  • Financial Advocates Investment Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $7.03M in Q1 2025.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.