Franklin Resources
SPIB icon

Franklin Resources’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Franklin Resources’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
-23,150
Closed -$758K – 3061
2024
Q4 		$758K Buy
+23,150
New +$766K ﹤0.01% 2109
2024
Q3 		– Sell
-95,000
Closed -$3.09M – 3020
2024
Q2 		$3.09M Buy
+95,000
New +$3.08M ﹤0.01% 1533
2024
Q1 		– Sell
-4,650
Closed -$153K – 2957
2023
Q4 		$153K Buy
4,650
+75
+2% +$2.38K ﹤0.01% 2403
2023
Q3 		$144K Buy
+4,575
New +$146K ﹤0.01% 2397
2023
Q1 		– Sell
-2,200
Closed -$70K – 2390
2022
Q4 		$70K Buy
+2,200
New +$69.6K ﹤0.01% 2172
2021
Q1 		– Sell
-9,306
Closed -$346K – 2025
2020
Q4 		$346K Sell
9,306
-2,021
-18% -$74.6K ﹤0.01% 1612
2020
Q3 		$416K Sell
11,327
-513
-4% -$18.9K ﹤0.01% 1519
2020
Q2 		$437K Sell
11,840
-1,260
-10% -$44.8K ﹤0.01% 1409
2020
Q1 		$446K Sell
13,100
-280
-2% -$9.82K ﹤0.01% 1333
2019
Q4 		$472K Sell
13,380
-250
-2% -$8.81K ﹤0.01% 1371
2019
Q3 		$481K Sell
13,630
-1,164
-8% -$40.8K ﹤0.01% 1360
2019
Q2 		$517K Sell
14,794
-1,396
-9% -$47.9K ﹤0.01% 1370
2019
Q1 		$553K Sell
16,190
-1,392
-8% -$46.8K ﹤0.01% 1324
2018
Q4 		$581K Sell
17,582
-455
-3% -$15K ﹤0.01% 1295
2018
Q3 		$601K Buy
+18,037
New +$601K ﹤0.01% 1352

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

Franklin Resources's SPIB Position: Q1 2025 in Review

Franklin Resources sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2025, closing a stake of 23,150 shares — an estimated $758K sold.

Franklin Resources first reported a position in SPIB in Q3 2018 and held it in 15 quarters. The position peaked at $3.09M in Q2 2024. 559 funds tracked by Wall St. Rank hold SPIB as of Q1 2025.

  • Franklin Resources reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Franklin Resources sold 23,150 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2025, an estimated $758K.
  • Franklin Resources first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2018 and held it in 15 quarters.
  • Franklin Resources's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.09M in Q2 2024.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2025.

Based on Franklin Resources's 13F filing for Q1 2025, filed 13 May 2025.