Guardian Wealth Advisors (North Carolina)’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-15	Closed	-$504	–	519
2025 Q2	$504	Buy	15 +4	+36%	+$132	﹤0.01%	541
2025 Q1	$366	Buy	+11	New	+$363	﹤0.01%	522
2022 Q4	–	Sell	-20	Closed	-$1K	–	393
2022 Q3	$1K	Sell	20 -183	-90%	-$5.96K	﹤0.01%	338
2022 Q2	$7K	Buy	203 +109	+116%	+$3.6K	﹤0.01%	303
2022 Q1	$3K	Hold	94	–	–	﹤0.01%	239
2021 Q4	$3K	Buy	+94	New	+$3.41K	﹤0.01%	227

Other funds holding SPIB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SPIB Position: Q3 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2025, closing a stake of 15 shares — an estimated $504 sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SPIB in Q4 2021 and held it in 6 quarters. The position peaked at $7K in Q2 2022. 559 funds tracked by Wall St. Rank hold SPIB as of Q3 2025.

Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 15 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2025, an estimated $504.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
Guardian Wealth Advisors (North Carolina)'s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $7K in Q2 2022.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2025, filed 14 Nov 2025.