Richard W. Paul & Associates’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Richard W. Paul & Associates’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	-86	Closed	-$2.92K	–	320
2025 Q3	$2.92K	Sell	86 -2,949	-97%	-$99.2K	﹤0.01%	268
2025 Q2	$102K	Buy	3,035 +36	+1%	+$1.19K	0.04%	182
2025 Q1	$99.7K	Sell	2,999 -1,833	-38%	-$60.4K	0.04%	183
2024 Q4	$158K	Buy	4,832 +3,532	+272%	+$117K	0.06%	176
2024 Q3	$43.8K	Buy	+1,300	New	+$43.2K	0.02%	219

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 22.9% 1-Year Est. Return

AFI

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

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

CCWA

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

DADC

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Richard W. Paul & Associates's SPIB Position: Q4 2025 in Review

Richard W. Paul & Associates sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2025, closing a stake of 86 shares — an estimated $2.92K sold.

Richard W. Paul & Associates first reported a position in SPIB in Q3 2024 and held it in 5 quarters. The position peaked at $158K in Q4 2024. 574 funds tracked by Wall St. Rank hold SPIB as of Q4 2025.

Richard W. Paul & Associates reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 86 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2025, an estimated $2.92K.
Richard W. Paul & Associates first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2024 and held it in 5 quarters.
Richard W. Paul & Associates's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $158K in Q4 2024.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2025.

Based on Richard W. Paul & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.