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

Plante Moran Financial 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
-138
Closed -$4.68K – 885
2025
Q3 		$4.68K Buy
+138
New +$4.64K ﹤0.01% 609
2025
Q2 		– Sell
-11
Closed -$366 – 857
2025
Q1 		$366 Buy
+11
New +$363 ﹤0.01% 758
2024
Q3 		– Hold
0
– – – 936
2024
Q2 		– Sell
-534
Closed -$17.3K – 886
2024
Q1 		$17.5K Buy
+534
New +$17.4K ﹤0.01% 523
2022
Q4 		– Sell
-73
Closed -$2K – 973
2022
Q3 		$2K Buy
+73
New +$2.38K ﹤0.01% 798

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $376B 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 $6.83B AUM 12.51% 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 $431B AUM 30.22% 1-Year Est. Return