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

MFA Wealth 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
2026 Q2	$8.21M	Buy	+245,408	New	+$8.21M	1.4%	21
2024 Q4	–	Sell	-331	Closed	-$11.2K	–	346
2024 Q3	$11.2K	Sell	331 -12	-3%	-$399	﹤0.01%	322
2024 Q2	$11.2K	Buy	+343	New	+$11.1K	﹤0.01%	322
2018 Q3	–	Sell	-81,586	Closed	-$2.72M	–	64
2018 Q2	$2.72M	Buy	81,586 +302	+0.4%	+$10K	1.78%	14
2018 Q1	$2.7M	Buy	81,284 +156	+0.2%	+$5.26K	2.03%	13
2017 Q4	$2.76M	Buy	+81,128	New	+$2.79M	1.87%	17

Other funds holding SPIB

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return