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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 $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 22.9% 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

Keener Financial Planning's SPIB Position: Q4 2025 in Review

Keener Financial Planning sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2025, closing a stake of 2,911 shares — an estimated $98K sold.

Keener Financial Planning first reported a position in SPIB in Q4 2023 and held it in 8 quarters. The position peaked at $113K in Q2 2025. 574 funds tracked by Wall St. Rank hold SPIB as of Q4 2025.

  • Keener Financial Planning reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 2,911 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2025, an estimated $98K.
  • Keener Financial Planning first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and held it in 8 quarters.
  • Keener Financial Planning's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $113K in Q2 2025.
  • 574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.