OPS
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Orion Portfolio Solutions’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Orion Portfolio 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
Q1 		$10.1M Buy
304,943
+632
+0.2% +$20.8K 0.1% 195
2024
Q4 		$9.97M Buy
304,311
+9,857
+3% +$326K 0.1% 197
2024
Q3 		$9.93M Sell
294,454
-946
-0.3% -$31.4K 0.1% 203
2024
Q2 		$9.62M Buy
295,400
+12,682
+4% +$411K 0.1% 193
2024
Q1 		$9.24M Sell
282,718
-13,171
-4% -$430K 0.1% 209
2023
Q4 		$9.66M Sell
295,889
-5,389
-2% -$171K 0.11% 184
2023
Q3 		$9.48M Buy
301,278
+13,770
+5% +$439K 0.11% 176
2023
Q2 		$9.23M Sell
287,508
-2,241
-0.8% -$72.4K 0.1% 204
2023
Q1 		$8.97M Buy
289,749
+21,545
+8% +$695K 0.11% 172
2022
Q4 		$8.54M Sell
268,204
-12,300
-4% -$389K 0.3% 52
2022
Q3 		$8.79M Buy
280,504
+7,871
+3% +$257K 0.35% 46
2022
Q2 		$8.9M Sell
272,633
-23,683
-8% -$783K 0.36% 45
2022
Q1 		$10.1M Sell
296,316
-5,572
-2% -$195K 0.36% 45
2021
Q4 		$10.9M Buy
301,888
+7,246
+2% +$263K 0.36% 43
2021
Q3 		$10.8M Buy
294,642
+766
+0.3% +$28.2K 0.4% 39
2021
Q2 		$10.8M Sell
293,876
-3,972
-1% -$145K 0.42% 39
2021
Q1 		$10.8M Buy
297,848
+29,579
+11% +$1.09M 0.47% 38
2020
Q4 		$9.97M Sell
268,269
-7,368
-3% -$272K 0.47% 41
2020
Q3 		$10.1M Buy
275,637
+58,008
+27% +$2.14M 0.53% 36
2020
Q2 		$7.95M Sell
217,629
-797
-0.4% -$28.3K 0.43% 44
2020
Q1 		$7.43M Buy
+218,426
New +$7.66M 0.51% 37

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Orion Portfolio Solutions's SPIB Position: Q1 2025 in Review

Orion Portfolio Solutions increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.21% in Q1 2025, buying an estimated $20.8K and bringing the position to 304,943 shares worth $10.1M. The position accounts for 0.1% of the portfolio, ranked #195.

Orion Portfolio Solutions first reported a position in SPIB in Q1 2020 and has held it in 21 quarters since. The position peaked at $10.9M in Q4 2021. 559 funds tracked by Wall St. Rank hold SPIB as of Q1 2025.

  • Orion Portfolio Solutions held 304,943 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $10.1M as of Q1 2025.
  • Orion Portfolio Solutions bought 632 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2025, an estimated $20.8K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.1% of Orion Portfolio Solutions's portfolio in Q1 2025, its #195 holding.
  • Orion Portfolio Solutions first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2020 and has held it in 21 quarters since.
  • Orion Portfolio Solutions's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $10.9M in Q4 2021.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.