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

Outlook Wealth 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
Q3 		– Sell
-6,478
Closed -$218K – 323
2025
Q2 		$218K Buy
6,478
+256
+4% +$8.48K 0.06% 261
2025
Q1 		$207K Sell
6,222
-5,441
-47% -$179K 0.06% 258
2024
Q4 		$382K Buy
+11,663
New +$386K 0.11% 187
2023
Q1 		– Sell
-7,817
Closed -$249K – 200
2022
Q4 		$249K Buy
7,817
+1
+0% +$32 0.12% 151
2022
Q3 		$245K Sell
7,816
-227
-3% -$7.4K 0.11% 163
2022
Q2 		$262K Sell
8,043
-338
-4% -$11.2K 0.11% 161
2022
Q1 		$287K Sell
8,381
-60
-0.7% -$2.1K 0.1% 165
2021
Q4 		$305K Sell
8,441
-72
-0.8% -$2.61K 0.09% 167
2021
Q3 		$311K Buy
8,513
+23
+0.3% +$846 0.1% 175
2021
Q2 		$312K Sell
8,490
-129
-1% -$4.71K 0.1% 175
2021
Q1 		$312K Sell
8,619
-268
-3% -$9.84K 0.11% 165
2020
Q4 		$330K Sell
8,887
-161
-2% -$5.94K 0.12% 153
2020
Q3 		$333K Sell
9,048
-604
-6% -$22.2K 0.13% 144
2020
Q2 		$353K Sell
9,652
-639
-6% -$22.7K 0.15% 133
2020
Q1 		$350K Buy
+10,291
New +$361K 0.2% 105

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Outlook Wealth Advisors's SPIB Position: Q3 2025 in Review

Outlook Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2025, closing a stake of 6,478 shares — an estimated $218K sold.

Outlook Wealth Advisors first reported a position in SPIB in Q1 2020 and held it in 15 quarters. The position peaked at $382K in Q4 2024. 558 funds tracked by Wall St. Rank hold SPIB as of Q3 2025.

  • Outlook Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Outlook Wealth Advisors sold 6,478 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2025, an estimated $218K.
  • Outlook Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2020 and held it in 15 quarters.
  • Outlook Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $382K 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 Outlook Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.