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

PSI 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 Q2	–	Sell	-94	Closed	-$3.14K	–	604
2025 Q1	$3.14K	Sell	94 -336	-78%	-$11.1K	﹤0.01%	560
2024 Q4	$14.1K	Hold	430	–	–	﹤0.01%	473
2024 Q3	$14.5K	Sell	430 -83	-16%	-$2.76K	﹤0.01%	479
2024 Q2	$16.7K	Hold	513	–	–	0.01%	438
2024 Q1	$16.8K	Buy	513 +353	+221%	+$11.5K	0.01%	415
2023 Q4	$5.25K	Buy	+160	New	+$5.08K	﹤0.01%	621
2022 Q3	–	Sell	-26	Closed	-$1K	–	831
2022 Q2	$1K	Hold	26	–	–	﹤0.01%	736
2022 Q1	$1K	Sell	26 -890	-97%	-$31.2K	﹤0.01%	691
2021 Q4	$33K	Sell	916 -3,995	-81%	-$145K	0.01%	319
2021 Q3	$179K	Buy	+4,911	New	+$181K	0.08%	149

Other funds holding SPIB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PSI Advisors's SPIB Position: Q2 2025 in Review

PSI Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2025, closing a stake of 94 shares — an estimated $3.14K sold.

PSI Advisors first reported a position in SPIB in Q3 2021 and held it in 10 quarters. The position peaked at $179K in Q3 2021. 559 funds tracked by Wall St. Rank hold SPIB as of Q2 2025.

PSI Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 94 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2025, an estimated $3.14K.
PSI Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2021 and held it in 10 quarters.
PSI Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $179K in Q3 2021.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.