Marshall Wace’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Marshall Wace’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 Q1	–	Sell	-245,505	Closed	-$8.04M	–	3062
2024 Q4	$8.04M	Buy	245,505 +61,201	+33%	+$2.03M	0.01%	877
2024 Q3	$6.21M	Hold	184,304	–	–	0.01%	915
2024 Q2	$6M	Buy	184,304 +144,304	+361%	+$4.67M	0.01%	930
2024 Q1	$1.31M	Buy	+40,000	New	+$1.3M	﹤0.01%	1541

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

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

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

CCWA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Marshall Wace's SPIB Position: Q1 2025 in Review

Marshall Wace sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2025, closing a stake of 245,505 shares — an estimated $8.04M sold.

Marshall Wace first reported a position in SPIB in Q1 2024 and held it in 4 quarters. The position peaked at $8.04M in Q4 2024. 559 funds tracked by Wall St. Rank hold SPIB as of Q1 2025.

Marshall Wace reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Marshall Wace sold 245,505 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2025, an estimated $8.04M.
Marshall Wace first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and held it in 4 quarters.
Marshall Wace's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $8.04M in Q4 2024.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2025.

Based on Marshall Wace's 13F filing for Q1 2025, filed 15 May 2025.