Latitude Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Latitude Advisors’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 Q2	–	Sell	-28,605	Closed	-$951K	–	212
2025 Q1	$951K	Sell	28,605 -3,072	-10%	-$101K	0.55%	44
2024 Q4	$1.04M	Buy	31,677 +8,546	+37%	+$283K	0.58%	41
2024 Q3	$780K	Sell	23,131 -1,873	-7%	-$62.2K	0.44%	59
2024 Q2	$814K	Sell	25,004 -2,739	-10%	-$88.7K	0.5%	45
2024 Q1	$907K	Sell	27,743 -3,824	-12%	-$125K	0.57%	34
2023 Q4	$1.04M	Sell	31,567 -1,939	-6%	-$61.6K	0.73%	31
2023 Q3	$1.05M	Buy	33,506 +4,068	+14%	+$130K	0.75%	25
2023 Q2	$945K	Buy	29,438 +16,362	+125%	+$528K	0.66%	28
2023 Q1	$425K	Buy	13,076 +1,199	+10%	+$38.7K	0.31%	85
2022 Q4	$378K	Sell	11,877 -1,728	-13%	-$54.6K	0.28%	90
2022 Q3	$426K	Buy	+13,605	New	+$443K	0.35%	66

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Latitude Advisors's SPIB Position: Q2 2025 in Review

Latitude Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2025, closing a stake of 28,605 shares — an estimated $951K sold.

Latitude Advisors first reported a position in SPIB in Q3 2022 and held it in 11 quarters. The position peaked at $1.05M in Q3 2023. 559 funds tracked by Wall St. Rank hold SPIB as of Q2 2025.

Latitude Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Latitude Advisors sold 28,605 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2025, an estimated $951K.
Latitude Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2022 and held it in 11 quarters.
Latitude Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.05M in Q3 2023.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2025.

Based on Latitude Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.