Hobbs Group Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Hobbs Group Advisors’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
2026 Q1	$4.14M	Sell	123,536 -8,105	-6%	-$274K	1.24%	16
2025 Q4	$4.45M	Sell	131,641 -20,523	-13%	-$695K	1.34%	16
2025 Q3	$5.16M	Sell	152,164 -131,007	-46%	-$4.41M	1.61%	13
2025 Q2	$9.51M	Sell	283,171 -412,100	-59%	-$13.6M	3.25%	8
2025 Q1	$23.1M	Buy	695,271 +22,168	+3%	+$731K	8.78%	2
2024 Q4	$22.1M	Buy	673,103 +105,076	+18%	+$3.48M	8.29%	2
2024 Q3	$19.1M	Buy	568,027 +17,424	+3%	+$579K	6.86%	2
2024 Q2	$17.9M	Buy	+550,603	New	+$17.8M	6.82%	2
2023 Q4	$16.7M	Buy	+509,009	New	+$16.2M	7.45%	2

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

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

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return

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