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 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 $445B AUM 25.58% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Financial Freedom LLC's SPIB Position: Q2 2026 in Review

Financial Freedom LLC sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026, closing a stake of 729 shares — an estimated $24.5K sold.

Financial Freedom LLC first reported a position in SPIB in Q1 2023 and held it in 13 quarters. The position peaked at $24.5K in Q4 2025. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Financial Freedom LLC reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Financial Freedom LLC sold 729 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $24.5K.
Financial Freedom LLC first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2023 and held it in 13 quarters.
Financial Freedom LLC's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $24.5K in Q4 2025.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.