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 $376B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return