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

LGT Financial 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 Q4	–	Sell	-2,878	Closed	-$97.5K	–	357
2025 Q3	$97.5K	Hold	2,878	–	–	0.21%	86
2025 Q2	$96.6K	Hold	2,878	–	–	0.25%	76
2025 Q1	$95.7K	Hold	2,878	–	–	0.29%	76
2024 Q4	$94.3K	Sell	2,878 -1,779	-38%	-$58.9K	0.21%	97
2024 Q3	$157K	Sell	4,657 -4,674	-50%	-$155K	0.39%	51
2024 Q2	$304K	Sell	9,331 -140	-1%	-$4.54K	0.64%	35
2024 Q1	$310K	Sell	9,471 -853	-8%	-$27.8K	0.36%	58
2023 Q4	$339K	Sell	10,324 -462	-4%	-$14.7K	0.41%	52
2023 Q3	$339K	Sell	10,786 -1,219	-10%	-$38.8K	0.43%	49
2023 Q2	$385K	Buy	+12,005	New	+$388K	0.41%	70
2023 Q1	–	Sell	-20,189	Closed	-$643K	–	179
2022 Q4	$643K	Buy	+20,189	New	+$638K	0.76%	26

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 22.9% 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

LGT Financial Advisors's SPIB Position: Q4 2025 in Review

LGT Financial Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2025, closing a stake of 2,878 shares — an estimated $97.5K sold.

LGT Financial Advisors first reported a position in SPIB in Q4 2022 and held it in 11 quarters. The position peaked at $643K in Q4 2022. 574 funds tracked by Wall St. Rank hold SPIB as of Q4 2025.

LGT Financial Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 2,878 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2025, an estimated $97.5K.
LGT Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and held it in 11 quarters.
LGT Financial Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $643K in Q4 2022.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.