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Forvis Mazars Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Forvis Mazars Wealth Advisors’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
-7,014
Closed -$233K – 408
2025
Q1 		$233K Buy
+7,014
New +$231K 0.01% 372
2024
Q4 		– Sell
-15,245
Closed -$514K – 430
2024
Q3 		$514K Sell
15,245
-77
-0.5% -$2.56K 0.01% 313
2024
Q2 		$499K Sell
15,322
-577
-4% -$18.7K 0.01% 292
2024
Q1 		$520K Hold
15,899
– – 0.01% 285
2023
Q4 		$522K Hold
15,899
– – 0.01% 275
2023
Q3 		$500K Sell
15,899
-2,778
-15% -$88.5K 0.02% 274
2023
Q2 		$600K Sell
18,677
-600
-3% -$19.4K 0.02% 265
2023
Q1 		$626K Sell
19,277
-805
-4% -$26K 0.02% 238
2022
Q4 		$639K Sell
20,082
-1,530
-7% -$48.4K 0.02% 231
2022
Q3 		$677K Sell
21,612
-4,084
-16% -$133K 0.03% 232
2022
Q2 		$838K Buy
+25,696
New +$850K 0.03% 202

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

Forvis Mazars Wealth Advisors's SPIB Position: Q2 2025 in Review

Forvis Mazars Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2025, closing a stake of 7,014 shares — an estimated $233K sold.

Forvis Mazars Wealth Advisors first reported a position in SPIB in Q2 2022 and held it in 11 quarters. The position peaked at $838K in Q2 2022. 559 funds tracked by Wall St. Rank hold SPIB as of Q2 2025.

  • Forvis Mazars Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 7,014 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2025, an estimated $233K.
  • Forvis Mazars Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2022 and held it in 11 quarters.
  • Forvis Mazars Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $838K in Q2 2022.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.