FIM
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Freedom Investment Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Freedom Investment 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
Q3 		– Sell
-194,884
Closed -$6.54M – 623
2025
Q2 		$6.54M Buy
194,884
+2,135
+1% +$70.7K 0.52% 41
2025
Q1 		$6.41M Buy
192,749
+8,740
+5% +$288K 0.54% 38
2024
Q4 		$6.03M Buy
184,009
+5,717
+3% +$189K 0.5% 40
2024
Q3 		$6.01M Buy
178,292
+11,756
+7% +$391K 0.48% 39
2024
Q2 		$5.42M Sell
166,536
-52,492
-24% -$1.7M 0.44% 43
2024
Q1 		$7.16M Buy
219,028
+39,945
+22% +$1.3M 0.57% 33
2023
Q4 		$5.88M Buy
179,083
+53,914
+43% +$1.71M 0.48% 40
2023
Q3 		$3.94M Buy
125,169
+18,217
+17% +$580K 0.48% 36
2023
Q2 		$3.43M Buy
106,952
+25,936
+32% +$837K 0.39% 50
2023
Q1 		$2.63M Buy
+81,016
New +$2.61M 0.3% 72
2015
Q1 		– Sell
-44,434
Closed -$1.52M – 662
2014
Q4 		$1.52M Buy
44,434
+1,465
+3% +$50.2K 0.2% 75
2014
Q3 		$1.47M Sell
42,969
-495
-1% -$17K 0.26% 60
2014
Q2 		$1.5M Buy
43,464
+16,003
+58% +$547K 0.25% 56
2014
Q1 		$934K Buy
27,461
+7,421
+37% +$252K 0.2% 79
2013
Q4 		$673K Sell
20,040
-906
-4% -$30.6K 0.17% 108
2013
Q3 		$707K Buy
+20,946
New +$702K 0.2% 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
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Freedom Investment Management's SPIB Position: Q3 2025 in Review

Freedom Investment Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2025, closing a stake of 194,884 shares — an estimated $6.54M sold.

Freedom Investment Management first reported a position in SPIB in Q3 2013 and held it in 16 quarters. The position peaked at $7.16M in Q1 2024. 558 funds tracked by Wall St. Rank hold SPIB as of Q3 2025.

  • Freedom Investment Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 194,884 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2025, an estimated $6.54M.
  • Freedom Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2013 and held it in 16 quarters.
  • Freedom Investment Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $7.16M in Q1 2024.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.