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 $377B 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

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return