Prudent Man Investment Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Prudent Man Investment Management’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	-100	Closed	-$3.28K	–	187
2025 Q3	$3.28K	Hold	100	–	–	﹤0.01%	129
2025 Q2	$3.28K	Hold	100	–	–	﹤0.01%	129
2025 Q1	$3.28K	Hold	100	–	–	﹤0.01%	129
2024 Q4	$3.28K	Buy	+100	New	+$3.31K	﹤0.01%	129

Other funds holding SPIB

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return