NBC Securities’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

NBC Securities’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 Q1	$8.89M	Buy	265,056 +44,214	+20%	+$1.49M	0.67%	18
2025 Q4	$7.47M	Buy	220,842 +44,213	+25%	+$1.5M	0.56%	19
2025 Q3	$5.99M	Buy	176,629 +26,686	+18%	+$898K	0.46%	25
2025 Q2	$5.04M	Buy	149,943 +144,472	+2,641%	+$4.78M	0.41%	35
2025 Q1	$181K	Buy	5,471 +5,468	+182,267%	+$180K	0.02%	819
2024 Q4	$128	Sell	3 -3,643	-100%	-$121K	0.01%	873
2024 Q3	$122K	Buy	3,646 +663	+22%	+$22K	0.01%	927
2024 Q2	$97K	Buy	2,983 +306	+11%	+$9.91K	0.01%	965
2024 Q1	$87K	Buy	2,677 +680	+34%	+$22.2K	0.01%	978
2023 Q4	$65K	Buy	1,997 +730	+58%	+$23.2K	0.01%	1050
2023 Q3	$39K	Buy	+1,267	New	+$40.4K	﹤0.01%	1199

Other funds holding SPIB

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return

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