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

Fonville Wealth 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
-6,580
Closed -$219K – 128
2025
Q1 		$219K Hold
6,580
– – 0.06% 114
2024
Q4 		$216K Sell
6,580
-30
-0.5% -$993 0.07% 102
2024
Q3 		$223K Hold
6,610
– – 0.08% 108
2024
Q2 		$215K Hold
6,610
– – 0.09% 95
2024
Q1 		$216K Hold
6,610
– – 0.1% 91
2023
Q4 		$217K Buy
+6,610
New +$210K 0.12% 79

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 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fonville Wealth Management's SPIB Position: Q2 2025 in Review

Fonville Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2025, closing a stake of 6,580 shares — an estimated $219K sold.

Fonville Wealth Management first reported a position in SPIB in Q4 2023 and held it in 6 quarters. The position peaked at $223K in Q3 2024. 559 funds tracked by Wall St. Rank hold SPIB as of Q2 2025.

  • Fonville Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Fonville Wealth Management sold 6,580 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2025, an estimated $219K.
  • Fonville Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
  • Fonville Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $223K in Q3 2024.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2025.

Based on Fonville Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.