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

Kelly Financial Services’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
Q1 		– Sell
-9,336
Closed -$306K – 129
2024
Q4 		$306K Buy
+9,336
New +$309K 0.11% 81
2024
Q3 		– Sell
-1,901
Closed -$61.9K – 654
2024
Q2 		$61.9K Buy
1,901
+654
+52% +$21.2K 0.02% 205
2024
Q1 		$40.8K Buy
1,247
+9
+0.7% +$294 0.02% 247
2023
Q4 		$40.6K Buy
1,238
+292
+31% +$9.28K 0.02% 225
2023
Q3 		$29.8K Buy
+946
New +$30.1K 0.01% 242
2022
Q3 		– Hold
0
– – – 697
2022
Q2 		– Sell
-1,287
Closed -$44K – 715
2022
Q1 		$44K Sell
1,287
-233
-15% -$8.16K 0.02% 193
2021
Q4 		$55K Buy
1,520
+560
+58% +$20.3K 0.03% 160
2021
Q3 		$35.1K Sell
960
-1,333
-58% -$49K 0.02% 201
2021
Q2 		$84.2K Buy
2,293
+1,734
+310% +$63.3K 0.05% 115
2021
Q1 		$20.2K Sell
559
-143
-20% -$5.25K 0.01% 222
2020
Q4 		$26.1K Buy
702
+699
+23,300% +$25.8K 0.02% 172
2020
Q3 		$113 Hold
3
– – ﹤0.01% 564
2020
Q2 		$112 Hold
3
– – ﹤0.01% 581
2020
Q1 		$103 Hold
3
– – ﹤0.01% 552
2019
Q4 		$107 Hold
3
– – ﹤0.01% 543
2019
Q3 		$106 Buy
+3
New +$105 ﹤0.01% 536

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Kelly Financial Services's SPIB Position: Q1 2025 in Review

Kelly Financial Services sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2025, closing a stake of 9,336 shares — an estimated $306K sold.

Kelly Financial Services first reported a position in SPIB in Q3 2019 and held it in 16 quarters. The position peaked at $306K in Q4 2024. 559 funds tracked by Wall St. Rank hold SPIB as of Q1 2025.

  • Kelly Financial Services reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Kelly Financial Services sold 9,336 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2025, an estimated $306K.
  • Kelly Financial Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2019 and held it in 16 quarters.
  • Kelly Financial Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $306K in Q4 2024.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2025.

Based on Kelly Financial Services's 13F filing for Q1 2025, filed 15 Apr 2025.