Flaharty Asset Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Flaharty Asset Management’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	–	Sell	-897	Closed	-$29.8K	–	429
2025 Q1	$29.8K	Buy	+897	New	+$29.6K	﹤0.01%	260
2024 Q4	–	Sell	-463,341	Closed	-$15.6M	–	375
2024 Q3	$15.6M	Buy	463,341 +9,509	+2%	+$316K	2.2%	21
2024 Q2	$14.8M	Buy	453,832 +11,890	+3%	+$385K	2.18%	21
2024 Q1	$14.4M	Sell	441,942 -17,813	-4%	-$581K	2.14%	20
2023 Q4	$15.1M	Sell	459,755 -45,475	-9%	-$1.45M	2.38%	20
2023 Q3	$15.9M	Buy	505,230 +14,971	+3%	+$477K	2.66%	18
2023 Q2	$15.7M	Buy	490,259 +22,991	+5%	+$742K	2.7%	17
2023 Q1	$15.2M	Buy	467,268 +7,018	+2%	+$226K	2.71%	19
2022 Q4	$14.6M	Buy	460,250 +23,072	+5%	+$730K	2.74%	19
2022 Q3	$13.7M	Buy	+437,178	New	+$14.2M	2.82%	18

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

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 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 Concord, California $49B AUM 17.78% 1-Year Est. Return

Flaharty Asset Management's SPIB Position: Q2 2025 in Review

Flaharty Asset Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2025, closing a stake of 897 shares — an estimated $29.8K sold.

Flaharty Asset Management first reported a position in SPIB in Q3 2022 and held it in 10 quarters. The position peaked at $15.9M in Q3 2023. 559 funds tracked by Wall St. Rank hold SPIB as of Q2 2025.

Flaharty Asset Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Flaharty Asset Management sold 897 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2025, an estimated $29.8K.
Flaharty Asset Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2022 and held it in 10 quarters.
Flaharty Asset Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $15.9M in Q3 2023.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.