NewSquare Capital’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-210,247
Closed -$7.06M 1084
2025
Q2
$7.06M Sell
210,247
-2,114
-1% -$70K 0.52% 58
2025
Q1
$7.06M Buy
+212,361
New +$7M 0.58% 52
2023
Q4
Sell
-302
Closed -$9.5K 616
2023
Q3
$9.5K Hold
302
﹤0.01% 316
2023
Q2
$9.7K Hold
302
﹤0.01% 345
2023
Q1
$9.81K Sell
302
-540
-64% -$17.4K ﹤0.01% 351
2022
Q4
$26.8K Buy
842
+302
+56% +$9.55K ﹤0.01% 204
2022
Q3
$17K Buy
+540
New +$17.6K ﹤0.01% 231
2022
Q1
Sell
-165
Closed -$6K 461
2021
Q4
$6K Buy
+165
New +$5.98K ﹤0.01% 318
2020
Q4
Sell
-45
Closed -$2K 380
2020
Q3
$2K Sell
45
-1,535
-97% -$56.5K ﹤0.01% 303
2020
Q2
$58K Sell
1,580
-12,220
-89% -$435K 0.01% 166
2020
Q1
$469K Sell
13,800
-276,650
-95% -$9.7M 0.09% 114
2019
Q4
$10.3M Buy
290,450
+11,330
+4% +$399K 1.7% 21
2019
Q3
$9.85M Buy
279,120
+11,173
+4% +$392K 1.78% 21
2019
Q2
$9.36M Buy
267,947
+1,202
+0.5% +$41.2K 1.71% 22
2019
Q1
$9.12M Sell
266,745
-1,960
-0.7% -$65.8K 1.74% 22
2018
Q4
$8.88M Buy
+268,705
New +$8.85M 1.88% 21
2017
Q3
Sell
-241,417
Closed -$8.19M 338
2017
Q2
$8.19M Sell
241,417
-9,546
-4% -$328K 1.99% 16
2017
Q1
$8.56M Sell
250,963
-11,466
-4% -$390K 2.04% 16
2016
Q4
$8.9M Buy
262,429
+262,109
+81,909% +$8.98M 2.22% 14
2016
Q3
$11K Hold
320
﹤0.01% 249
2016
Q2
$11K Sell
320
-760,772
-100% -$26.2M ﹤0.01% 254
2016
Q1
$26.1M Buy
761,092
+367,296
+93% +$12.4M 7.47% 4
2015
Q4
$13.2M Buy
393,796
+33,436
+9% +$1.13M 3.69% 12
2015
Q3
$12.2M Buy
360,360
+128,105
+55% +$4.34M 3.61% 11
2015
Q2
$7.89M Buy
+232,255
New +$7.96M 2.34% 13
2014
Q3
Sell
-53,426
Closed -$1.84M 337
2014
Q2
$1.84M Buy
53,426
+21,621
+68% +$739K 0.66% 45
2014
Q1
$1.08M Buy
31,805
+31,110
+4,476% +$1.06M 0.44% 54
2013
Q4
$23K Buy
+695
New +$23.5K 0.01% 159

Other funds holding SPIB

NewSquare Capital's SPIB Position: Q3 2025 in Review

NewSquare Capital sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2025, closing a stake of 210,247 shares — an estimated $7.06M sold.

NewSquare Capital first reported a position in SPIB in Q4 2013 and held it in 28 quarters. The position peaked at $26.1M in Q1 2016. 558 funds tracked by Wall St. Rank hold SPIB as of Q3 2025.

  • NewSquare Capital reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 210,247 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2025, an estimated $7.06M.
  • NewSquare Capital first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2013 and held it in 28 quarters.
  • NewSquare Capital's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $26.1M in Q1 2016.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.