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

Highline Wealth 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 Q3	–	Sell	-1	Closed	-$34	–	1128
2025 Q2	$34	Hold	1	–	–	﹤0.01%	887
2025 Q1	$33	Hold	1	–	–	﹤0.01%	1013
2024 Q4	$33	Buy	+1	New	+$33	﹤0.01%	599

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

Highline Wealth Partners's SPIB Position: Q3 2025 in Review

Highline Wealth Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2025, closing a stake of 1 share — an estimated $34 sold.

Highline Wealth Partners first reported a position in SPIB in Q4 2024 and held it in 3 quarters. The position peaked at $34 in Q2 2025. 559 funds tracked by Wall St. Rank hold SPIB as of Q3 2025.

Highline Wealth Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Highline Wealth Partners sold 1 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share in Q3 2025, an estimated $34.
Highline Wealth Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
Highline Wealth Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $34 in Q2 2025.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2025.

Based on Highline Wealth Partners's 13F filing for Q3 2025, filed 14 Oct 2025.