Financial Freedom LLC’s State Street SPDR Portfolio Intermediate Term Corporate Bond Index 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 Q3	$24.1K	Buy	+746	New	+$24.6K	0.01%	213
2026 Q2	–	Sell	-729	Closed	-$24.5K	–	345
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 $468B AUM 17.69% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

McMill Wealth Management Norfolk, Nebraska $440M AUM 5.3% 1-Year Est. Return

Dodds Wealth Greenwood Village, Colorado $444M AUM 4.86% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Financial Freedom LLC's SPIB Position: Q3 2026 in Review

Financial Freedom LLC opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) in Q3 2026: 746 shares worth $24.1K. The stake represents 0.01% of the portfolio and ranks #213 among its holdings. This is a return to the name: Financial Freedom LLC previously reported a position in SPIB as recently as Q1 2026.

Financial Freedom LLC first reported a position in SPIB in Q1 2023 and has held it in 14 quarters since. The position peaked at $24.5K in Q4 2025. 346 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Financial Freedom LLC held 746 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $24.1K as of Q3 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF was a new Financial Freedom LLC position in Q3 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up 0.01% of Financial Freedom LLC's portfolio in Q3 2026, its #213 holding.
Financial Freedom LLC first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q1 2023 and has held it in 14 quarters since.
Financial Freedom LLC's State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF position peaked at $24.5K in Q4 2025.
346 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.

Based on Financial Freedom LLC's 13F filing for Q3 2026, filed 6 Nov 2026.