GRP
SPIB icon

Global Retirement Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Global Retirement Partners’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 		$7.83M Sell
231,596
-5,626
-2% -$191K 0.14% 139
2025
Q3 		$8.04M Sell
237,222
-6,224
-3% -$209K 0.18% 103
2025
Q2 		$8.17M Buy
+243,446
New +$8.06M 0.2% 96
2024
Q4 		$10M Buy
305,877
+35,959
+13% +$1.19M 0.29% 73
2024
Q3 		$9.1M Sell
269,918
-15,077
-5% -$501K 0.27% 82
2024
Q2 		$9.28M Buy
284,995
+66,888
+31% +$2.17M 0.29% 72
2024
Q1 		$7.13M Buy
218,107
+91,515
+72% +$2.99M 0.27% 82
2023
Q4 		$4.14M Buy
126,592
+12,067
+11% +$383K 0.17% 126
2023
Q3 		$3.57M Buy
114,525
+8,136
+8% +$259K 0.18% 116
2023
Q2 		$3.42M Buy
106,389
+1,143
+1% +$36.9K 0.17% 126
2023
Q1 		$3.43M Buy
105,246
+25,000
+31% +$806K 0.18% 126
2022
Q4 		$2.55M Buy
80,246
+19,114
+31% +$604K 0.18% 133
2022
Q3 		$1.9M Sell
61,132
-918
-1% -$29.9K 0.14% 151
2022
Q2 		$2.02M Buy
62,050
+267
+0.4% +$8.83K 0.16% 139
2022
Q1 		$2.05M Buy
61,783
+16,576
+37% +$580K 0.16% 138
2021
Q4 		$1.63M Sell
45,207
-7,147
-14% -$259K 1.26% 18
2021
Q3 		$1.91M Buy
52,354
+10,111
+24% +$372K 0.19% 116
2021
Q2 		$1.55M Buy
42,243
+15,937
+61% +$582K 0.16% 136
2021
Q1 		$954K Buy
26,306
+2,343
+10% +$86K 0.11% 170
2020
Q4 		$891K Buy
23,963
+2,969
+14% +$110K 0.11% 167
2020
Q3 		$772K Buy
20,994
+2,736
+15% +$101K 0.11% 179
2020
Q2 		$667K Sell
18,258
-2,490
-12% -$88.6K 0.11% 186
2020
Q1 		$706K Buy
20,748
+1,148
+6% +$40.3K 0.13% 149
2019
Q4 		$692K Sell
19,600
-7,538
-28% -$266K 0.11% 187
2019
Q3 		$957K Buy
27,138
+994
+4% +$34.9K 0.16% 142
2019
Q2 		$913K Buy
26,144
+15,363
+143% +$527K 0.17% 118
2019
Q1 		$368K Buy
10,781
+1,047
+11% +$35.2K 0.09% 198
2018
Q4 		$322K Buy
9,734
+4,481
+85% +$148K 0.08% 221
2018
Q3 		$175K Sell
5,253
-212
-4% -$7.06K 0.04% 316
2018
Q2 		$182K Buy
5,465
+3,570
+188% +$119K 0.05% 300
2018
Q1 		$64K Buy
1,895
+320
+20% +$10.8K 0.02% 469
2017
Q4 		$54K Hold
1,575
– – 0.01% 481
2017
Q3 		$54K Hold
1,575
– – 0.02% 421
2017
Q2 		$54K Sell
1,575
-153
-9% -$5.26K 0.03% 397
2017
Q1 		$59K Buy
1,728
+85
+5% +$2.89K 0.03% 352
2016
Q4 		$56K Buy
+1,643
New +$56.3K 0.04% 337

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
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $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 $432B AUM 30.22% 1-Year Est. Return

Global Retirement Partners's SPIB Position: Q4 2025 in Review

Global Retirement Partners reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2.4% in Q4 2025, selling an estimated $191K and leaving 231,596 shares worth $7.83M. The position accounts for 0.14% of the portfolio, ranked #139.

Global Retirement Partners first reported a position in SPIB in Q4 2016 and has held it in 36 quarters since. The position peaked at $10M in Q4 2024. 571 funds tracked by Wall St. Rank hold SPIB as of Q4 2025.

  • Global Retirement Partners held 231,596 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $7.83M as of Q4 2025.
  • Global Retirement Partners sold 5,626 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2025, an estimated $191K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.14% of Global Retirement Partners's portfolio in Q4 2025, its #139 holding.
  • Global Retirement Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2016 and has held it in 36 quarters since.
  • Global Retirement Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $10M in Q4 2024.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.