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Founders Financial Securities’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Founders Financial Securities’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
Q1 		– Sell
-14,162
Closed -$464K – 498
2024
Q4 		$464K Sell
14,162
-426
-3% -$14.1K 0.04% 318
2024
Q3 		$492K Buy
14,588
+70
+0.5% +$2.33K 0.05% 274
2024
Q2 		$473K Sell
14,518
-484
-3% -$15.7K 0.04% 293
2024
Q1 		$490K Buy
15,002
+270
+2% +$8.81K 0.05% 265
2023
Q4 		$484K Sell
14,732
-401
-3% -$12.7K 0.05% 249
2023
Q3 		$476K Sell
15,133
-11,993
-44% -$382K 0.06% 222
2023
Q2 		$871K Buy
27,126
+2,423
+10% +$78.2K 0.12% 158
2023
Q1 		$803K Buy
24,703
+6,473
+36% +$209K 0.12% 159
2022
Q4 		$580K Buy
18,230
+5,618
+45% +$178K 0.09% 184
2022
Q3 		$395K Buy
+12,612
New +$411K 0.07% 199
2022
Q1 		– Sell
-11,170
Closed -$404K – 279
2021
Q4 		$404K Buy
+11,170
New +$405K 0.07% 190
2020
Q1 		– Sell
-13,942
Closed -$492K – 151
2019
Q4 		$492K Buy
13,942
+153
+1% +$5.39K 0.17% 78
2019
Q3 		$486K Sell
13,789
-4,346
-24% -$152K 0.16% 92
2019
Q2 		$633K Buy
18,135
+4,869
+37% +$167K 0.21% 71
2019
Q1 		$453K Buy
13,266
+6,662
+101% +$224K 0.14% 88
2018
Q4 		$218K Sell
6,604
-40,990
-86% -$1.35M 0.08% 97
2018
Q3 		$1.58M Buy
47,594
+7,921
+20% +$264K 0.44% 38
2018
Q2 		$1.32M Buy
39,673
+6,075
+18% +$202K 0.41% 42
2018
Q1 		$1.13M Buy
+33,598
New +$1.13M 0.36% 40

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Founders Financial Securities's SPIB Position: Q1 2025 in Review

Founders Financial Securities sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2025, closing a stake of 14,162 shares — an estimated $464K sold.

Founders Financial Securities first reported a position in SPIB in Q1 2018 and held it in 19 quarters. The position peaked at $1.58M in Q3 2018. 559 funds tracked by Wall St. Rank hold SPIB as of Q1 2025.

  • Founders Financial Securities reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Founders Financial Securities sold 14,162 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2025, an estimated $464K.
  • Founders Financial Securities first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2018 and held it in 19 quarters.
  • Founders Financial Securities's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.58M in Q3 2018.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2025.

Based on Founders Financial Securities's 13F filing for Q1 2025, filed 12 May 2025.