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

Future Financial 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
Q4 		– Sell
-254
Closed -$8.61K – 392
2025
Q3 		$8.61K Hold
254
– – 0.01% 391
2025
Q2 		$8.53K Hold
254
– – 0.01% 379
2025
Q1 		$8.44K Hold
254
– – 0.01% 378
2024
Q4 		$8.32K Hold
254
– – 0.01% 377
2024
Q3 		$8.56K Buy
+254
New +$8.44K 0.01% 393
2024
Q2 		– Sell
-254
Closed -$8.3K – 418
2024
Q1 		$8.3K Buy
+254
New +$8.29K 0.01% 416

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MERSOM
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Envestnet Asset Management
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AFI
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Creative Planning
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CCWA
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DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return