Landmark Wealth Management (Illinois)’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Landmark Wealth Management (Illinois)’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	-19,262	Closed	-$653K	–	42
2025 Q3	$653K	Sell	19,262 -23,001	-54%	-$774K	0.25%	32
2025 Q2	$1.42M	Buy	42,263 +4,232	+11%	+$140K	0.61%	24
2025 Q1	$1.26M	Sell	38,031 -39,189	-51%	-$1.29M	0.6%	29
2024 Q4	$2.53M	Buy	+77,220	New	+$2.56M	1.23%	24

Other funds holding SPIB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 Overland Park, Kansas $147B AUM 18.73% 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 $16.5B AUM 19.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Landmark Wealth Management (Illinois)'s SPIB Position: Q4 2025 in Review

Landmark Wealth Management (Illinois) sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2025, closing a stake of 19,262 shares — an estimated $653K sold.

Landmark Wealth Management (Illinois) first reported a position in SPIB in Q4 2024 and held it in 4 quarters. The position peaked at $2.53M in Q4 2024. 571 funds tracked by Wall St. Rank hold SPIB as of Q4 2025.

Landmark Wealth Management (Illinois) reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Landmark Wealth Management (Illinois) sold 19,262 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2025, an estimated $653K.
Landmark Wealth Management (Illinois) first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
Landmark Wealth Management (Illinois)'s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.53M in Q4 2024.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2025.

Based on Landmark Wealth Management (Illinois)'s 13F filing for Q4 2025, filed 13 Feb 2026.