KFP
SPIB icon

Keener Financial Planning’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Keener Financial Planning’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
Q4 		– Sell
-2,911
Closed -$98K – 183
2025
Q3 		$98K Sell
2,911
-456
-14% -$15.3K 0.05% 72
2025
Q2 		$113K Hold
3,367
– – 0.06% 71
2025
Q1 		$111K Hold
3,367
– – 0.07% 60
2024
Q4 		$110K Buy
3,367
+2,911
+638% +$96.4K 0.07% 65
2024
Q3 		$15K Sell
456
-2,318
-84% -$77K 0.01% 117
2024
Q2 		$90K Buy
2,774
+123
+5% +$3.98K 0.06% 68
2024
Q1 		$87K Sell
2,651
-178
-6% -$5.81K 0.06% 70
2023
Q4 		$93K Buy
+2,829
New +$89.9K 0.07% 69

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MERSOM
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
AFI
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return