Financial Freedom LLC’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Financial Freedom LLC’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
2026 Q1	$24.5K	Buy	729 +5	+0.7%	+$169	0.01%	217
2025 Q4	$24.5K	Buy	724 +11	+2%	+$373	0.01%	208
2025 Q3	$24.2K	Buy	713 +8	+1%	+$269	0.01%	218
2025 Q2	$23.7K	Buy	705 +7	+1%	+$232	0.01%	217
2025 Q1	$23.2K	Buy	698 +6	+0.9%	+$198	0.01%	219
2024 Q4	$22.7K	Buy	692 +10	+1%	+$331	0.01%	209
2024 Q3	$23K	Buy	682 +7	+1%	+$233	0.01%	207
2024 Q2	$22K	Buy	675 +8	+1%	+$259	0.01%	217
2024 Q1	$21.8K	Buy	667 +4	+0.6%	+$130	0.01%	218
2023 Q4	$21.8K	Buy	663 +10	+2%	+$318	0.01%	215
2023 Q3	$20.5K	Buy	653 +6	+0.9%	+$191	0.01%	213
2023 Q2	$20.8K	Buy	647 +6	+0.9%	+$194	0.01%	211
2023 Q1	$20.8K	Buy	+641	New	+$20.7K	0.02%	206

Other funds holding SPIB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Freedom LLC's SPIB Position: Q1 2026 in Review

Financial Freedom LLC increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.69% in Q1 2026, buying an estimated $169 and bringing the position to 729 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #217.

Financial Freedom LLC first reported a position in SPIB in Q1 2023 and has held it in 13 quarters since. The position peaked at $24.5K in Q4 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Financial Freedom LLC held 729 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $24.5K as of Q1 2026.
Financial Freedom LLC bought 5 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $169.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Financial Freedom LLC's portfolio in Q1 2026, its #217 holding.
Financial Freedom LLC first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
Financial Freedom LLC's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $24.5K in Q4 2025.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.