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Financial Partners Group (Kansas)’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Financial Partners Group (Kansas)’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
Q4 		– Sell
-10,127
Closed -$343K – 242
2025
Q3 		$343K Buy
10,127
+181
+2% +$6.09K 0.04% 161
2025
Q2 		$334K Buy
9,946
+55
+0.6% +$1.82K 0.05% 150
2025
Q1 		$329K Buy
+9,891
New +$326K 0.05% 137

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 $751B AUM 38.74% 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 22.9% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Partners Group (Kansas)'s SPIB Position: Q4 2025 in Review

Financial Partners Group (Kansas) sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2025, closing a stake of 10,127 shares — an estimated $343K sold.

Financial Partners Group (Kansas) first reported a position in SPIB in Q1 2025 and held it in 3 quarters. The position peaked at $343K in Q3 2025. 574 funds tracked by Wall St. Rank hold SPIB as of Q4 2025.

  • Financial Partners Group (Kansas) reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 10,127 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2025, an estimated $343K.
  • Financial Partners Group (Kansas) first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2025 and held it in 3 quarters.
  • Financial Partners Group (Kansas)'s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $343K in Q3 2025.
  • 574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2025.

Based on Financial Partners Group (Kansas)'s 13F filing for Q4 2025, filed 3 Feb 2026.