FGC
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Financial Gravity Companies’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Financial Gravity Companies’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
Q2 		$16.4M Buy
+489,280
New +$16.2M 3.23% 7
2024
Q4 		$13.9M Buy
424,030
+11,560
+3% +$383K 3.17% 8
2024
Q3 		$13.9M Buy
+412,470
New +$13.7M 3.72% 8
2018
Q1 		$8K Buy
+249
New +$8.4K 0.01% 623

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Financial Gravity Companies's SPIB Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2025: 489,280 shares worth $16.4M. The stake represents 3.23% of the portfolio and ranks #7 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPIB as recently as Q4 2024.

Financial Gravity Companies first reported a position in SPIB in Q1 2018 and has held it in 4 quarters since. 559 funds tracked by Wall St. Rank hold SPIB as of Q2 2025.

  • Financial Gravity Companies held 489,280 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $16.4M as of Q2 2025.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Financial Gravity Companies position in Q2 2025.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 3.23% of Financial Gravity Companies's portfolio in Q2 2025, its #7 holding.
  • Financial Gravity Companies first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2018 and has held it in 4 quarters since.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.