Kovitz Investment Group Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Kovitz Investment Group Partners’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	-48,890	Closed	-$1.66M	–	1201
2025 Q3	$1.66M	Sell	48,890 -2,231	-4%	-$75.1K	0.01%	708
2025 Q2	$1.72M	Sell	51,121 -6,104	-11%	-$202K	0.01%	675
2025 Q1	$1.9M	Sell	57,225 -2,372	-4%	-$78.2K	0.01%	593
2024 Q4	$1.95M	Sell	59,597 -1,811	-3%	-$59.9K	0.01%	576
2024 Q3	$2.07M	Buy	61,408 +6,670	+12%	+$222K	0.01%	488
2024 Q2	$1.78M	Sell	54,738 -744	-1%	-$24.1K	0.02%	447
2024 Q1	$1.81M	Buy	55,482 +2,490	+5%	+$81.2K	0.02%	309
2023 Q4	$1.74M	Buy	52,992 +19,406	+58%	+$617K	0.03%	244
2023 Q3	$1.06M	Sell	33,586 -1,130	-3%	-$36K	0.02%	276
2023 Q2	$1.11M	Sell	34,716 -6,479	-16%	-$209K	0.02%	286
2023 Q1	$1.34M	Buy	41,195 +8,580	+26%	+$277K	0.02%	263
2022 Q4	$1.04M	Sell	32,615 -316	-1%	-$9.99K	0.02%	273
2022 Q3	$1.03M	Sell	32,931 -2,776	-8%	-$90.5K	0.02%	260
2022 Q2	$1.17M	Sell	35,707 -671	-2%	-$22.2K	0.03%	268
2022 Q1	$1.24M	Sell	36,378 -17,917	-33%	-$627K	0.02%	275
2021 Q4	$2.02M	Buy	54,295 +865	+2%	+$31.4K	0.05%	207
2021 Q3	$1.95M	Sell	53,430 -870	-2%	-$32K	0.04%	234
2021 Q2	$1.99M	Sell	54,300 -2,320	-4%	-$84.7K	0.04%	242
2021 Q1	$2.05M	Buy	56,620 +2,525	+5%	+$92.7K	0.05%	214
2020 Q4	$2.01M	Buy	54,095 +1,590	+3%	+$58.7K	0.05%	202
2020 Q3	$1.93M	Buy	52,505 +17,175	+49%	+$632K	0.05%	199
2020 Q2	$1.29M	Buy	35,330 +445	+1%	+$15.8K	0.04%	228
2020 Q1	$1.19M	Sell	34,885 -3,365	-9%	-$118K	0.04%	224
2019 Q4	$1.35M	Buy	38,250 +1,310	+4%	+$46.2K	0.04%	234
2019 Q3	$1.3M	Sell	36,940 -800	-2%	-$28.1K	0.04%	234
2019 Q2	$1.32M	Sell	37,740 -2,160	-5%	-$74.1K	0.04%	239
2019 Q1	$1.36M	Buy	+39,900	New	+$1.34M	0.04%	238

Other funds holding SPIB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kovitz Investment Group Partners's SPIB Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2025, closing a stake of 48,890 shares — an estimated $1.66M sold.

Kovitz Investment Group Partners first reported a position in SPIB in Q1 2019 and held it in 27 quarters. The position peaked at $2.07M in Q3 2024. 572 funds tracked by Wall St. Rank hold SPIB as of Q4 2025.

Kovitz Investment Group Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 48,890 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2025, an estimated $1.66M.
Kovitz Investment Group Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2019 and held it in 27 quarters.
Kovitz Investment Group Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.07M in Q3 2024.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.