Retirement Planning Group (Kansas)’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Retirement Planning Group (Kansas)’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 Q1	–	Sell	-6,229	Closed	-$204K	–	314
2024 Q4	$204K	Sell	6,229 -2,849	-31%	-$94.3K	0.01%	272
2024 Q3	$306K	Buy	+9,078	New	+$302K	0.02%	226
2019 Q4	–	Sell	-8,406	Closed	-$297K	–	77
2019 Q3	$297K	Buy	+8,406	New	+$295K	0.06%	56

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

DADC

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

CCWA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Retirement Planning Group (Kansas)'s SPIB Position: Q1 2025 in Review

Retirement Planning Group (Kansas) sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2025, closing a stake of 6,229 shares — an estimated $204K sold.

Retirement Planning Group (Kansas) first reported a position in SPIB in Q3 2019 and held it in 3 quarters. The position peaked at $306K in Q3 2024. 559 funds tracked by Wall St. Rank hold SPIB as of Q1 2025.

Retirement Planning Group (Kansas) reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Retirement Planning Group (Kansas) sold 6,229 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2025, an estimated $204K.
Retirement Planning Group (Kansas) first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
Retirement Planning Group (Kansas)'s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $306K in Q3 2024.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2025.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2025, filed 10 Apr 2025.