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Obsidian Personal Planning Solutions’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Obsidian Personal Planning Solutions’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
Q3 		$22.6M Buy
667,870
+8,062
+1% +$271K 7.86% 2
2025
Q2 		$22.2M Buy
659,808
+16,388
+3% +$543K 8.97% 1
2025
Q1 		$21.4M Sell
643,420
-104,671
-14% -$3.45M 9.57% 1
2024
Q4 		$24.6M Buy
748,091
+24,959
+3% +$826K 11.89% 1
2024
Q3 		$23.9M Buy
723,132
+446,663
+162% +$14.8M 12.49% 1
2024
Q2 		$9M Buy
276,469
+19,988
+8% +$647K 5.49% 4
2024
Q1 		$8.24M Buy
+256,481
New +$8.37M 5.41% 4

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
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
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
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 $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Obsidian Personal Planning Solutions's SPIB Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.2% in Q3 2025, buying an estimated $271K and bringing the position to 667,870 shares worth $22.6M. The position accounts for 7.86% of the portfolio, ranked #2.

Obsidian Personal Planning Solutions first reported a position in SPIB in Q1 2024 and has held it in 7 quarters since. The position peaked at $24.6M in Q4 2024. 558 funds tracked by Wall St. Rank hold SPIB as of Q3 2025.

  • Obsidian Personal Planning Solutions held 667,870 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $22.6M as of Q3 2025.
  • Obsidian Personal Planning Solutions bought 8,062 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2025, an estimated $271K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 7.86% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #2 holding.
  • Obsidian Personal Planning Solutions first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and has held it in 7 quarters since.
  • Obsidian Personal Planning Solutions's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $24.6M in Q4 2024.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.