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Howe & Rusling’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Howe & Rusling’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
-5
Closed -$168 – 490
2025
Q2 		$168 Sell
5
-909
-99% -$30.1K ﹤0.01% 466
2025
Q1 		$30.4K Buy
914
+435
+91% +$14.3K ﹤0.01% 341
2024
Q4 		$15.7K Buy
479
+476
+15,867% +$15.8K ﹤0.01% 353
2024
Q3 		$102 Buy
+3
New +$100 ﹤0.01% 409
2024
Q2 		– Sell
-840
Closed -$27.5K – 389
2024
Q1 		$27.5K Buy
+840
New +$27.4K ﹤0.01% 308
2022
Q4 		– Sell
-4,295
Closed -$135K – 921
2022
Q3 		$135K Buy
4,295
+2,048
+91% +$66.8K 0.02% 230
2022
Q2 		$73K Hold
2,247
– – 0.01% 276
2022
Q1 		$77K Hold
2,247
– – 0.01% 278
2021
Q4 		$81K Hold
2,247
– – 0.01% 269
2021
Q3 		$82K Hold
2,247
– – 0.01% 254
2021
Q2 		$82K Hold
2,247
– – 0.01% 254
2021
Q1 		$81K Hold
2,247
– – 0.01% 256
2020
Q4 		$84K Hold
2,247
– – 0.01% 240
2020
Q3 		$83K Hold
2,247
– – 0.01% 216
2020
Q2 		$82K Hold
2,247
– – 0.02% 202
2020
Q1 		$76K Buy
+2,247
New +$78.8K 0.02% 215
2019
Q4 		– Sell
-54
Closed -$2K – 881
2019
Q3 		$2K Buy
+54
New +$1.89K ﹤0.01% 713
2018
Q4 		– Sell
-3,982
Closed -$133K – 889
2018
Q3 		$133K Buy
+3,982
New +$133K 0.02% 178
2017
Q3 		– Sell
-31
Closed -$1K – 960
2017
Q2 		$1K Buy
+31
New +$1.06K ﹤0.01% 907

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Creative Planning
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Howe & Rusling's SPIB Position: Q3 2025 in Review

Howe & Rusling sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2025, closing a stake of 5 shares — an estimated $168 sold.

Howe & Rusling first reported a position in SPIB in Q2 2017 and held it in 19 quarters. The position peaked at $135K in Q3 2022. 558 funds tracked by Wall St. Rank hold SPIB as of Q3 2025.

  • Howe & Rusling reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Howe & Rusling sold 5 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2025, an estimated $168.
  • Howe & Rusling first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2017 and held it in 19 quarters.
  • Howe & Rusling's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $135K in Q3 2022.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2025.

Based on Howe & Rusling's 13F filing for Q3 2025, filed 5 Nov 2025.