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

Lion Street 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
Q3 		– Sell
-6,268
Closed -$210K – 326
2025
Q2 		$210K Buy
6,268
+2
+0% +$66 0.06% 257
2025
Q1 		$208K Sell
6,266
-25
-0.4% -$824 0.07% 254
2024
Q4 		$206K Buy
+6,291
New +$208K 0.07% 255

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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Envestnet Asset Management
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lion Street Advisors's SPIB Position: Q3 2025 in Review

Lion Street Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2025, closing a stake of 6,268 shares — an estimated $210K sold.

Lion Street Advisors first reported a position in SPIB in Q4 2024 and held it in 3 quarters. The position peaked at $210K in Q2 2025. 558 funds tracked by Wall St. Rank hold SPIB as of Q3 2025.

  • Lion Street Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Lion Street Advisors sold 6,268 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2025, an estimated $210K.
  • Lion Street Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Lion Street Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $210K in Q2 2025.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.