Moisand Fitzgerald Tamayo’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Moisand Fitzgerald Tamayo’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	–	Hold	0	–	–	–	581
2025 Q1	–	Hold	0	–	–	–	589
2024 Q4	–	Hold	0	–	–	–	599
2024 Q3	–	Hold	0	–	–	–	618
2024 Q2	–	Hold	0	–	–	–	594
2024 Q1	–	Sell	-1	Closed	-$33	–	576
2023 Q4	$38	Buy	+1	New	+$32	﹤0.01%	647
2023 Q3	–	Hold	0	–	–	–	762
2023 Q2	–	Hold	0	–	–	–	748
2023 Q1	–	Hold	0	–	–	–	779
2022 Q4	–	Hold	0	–	–	–	768
2021 Q1	–	Sell	-52	Closed	-$2K	–	397
2020 Q4	$2K	Buy	+52	New	+$1.92K	﹤0.01%	305

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CCWA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SPIB Position: Q2 2025 in Review

Moisand Fitzgerald Tamayo held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q2 2025 at 0 shares worth $5. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Moisand Fitzgerald Tamayo first reported a position in SPIB in Q4 2020 and has held it in 2 quarters since. The position peaked at $2K in Q4 2020. 560 funds tracked by Wall St. Rank hold SPIB as of Q2 2025.

Moisand Fitzgerald Tamayo held 0 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $5 as of Q2 2025.
Moisand Fitzgerald Tamayo left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q2 2025.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2025, its #581 holding.
Moisand Fitzgerald Tamayo first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2020 and has held it in 2 quarters since.
Moisand Fitzgerald Tamayo's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2K in Q4 2020.
560 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2025, filed 16 Jul 2025.