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

Novus 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
2025 Q4	–	Sell	-7,966	Closed	-$270K	–	49
2025 Q3	$270K	Sell	7,966 -2,359	-23%	-$79.4K	0.62%	38
2025 Q2	$347K	Buy	10,325 +107	+1%	+$3.54K	0.53%	50
2025 Q1	$340K	Sell	10,218 -9,411	-48%	-$310K	0.34%	77
2024 Q4	$643K	Buy	+19,629	New	+$650K	0.64%	45

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

MERSOM

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

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

AFI

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

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

CCWA

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

DADC

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Novus Advisors's SPIB Position: Q4 2025 in Review

Novus Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2025, closing a stake of 7,966 shares — an estimated $270K sold.

Novus Advisors first reported a position in SPIB in Q4 2024 and held it in 4 quarters. The position peaked at $643K in Q4 2024. 571 funds tracked by Wall St. Rank hold SPIB as of Q4 2025.

Novus Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Novus Advisors sold 7,966 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2025, an estimated $270K.
Novus Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
Novus Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $643K in Q4 2024.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2025.

Based on Novus Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.