SageView Advisory Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

SageView Advisory Group’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	$21.5K	Buy	+635	New	+$21.5K	﹤0.01%	1422
2024 Q2	–	Sell	-44,514	Closed	-$2.11M	–	747
2024 Q1	$2.11M	Buy	+44,514	New	+$1.45M	0.11%	108
2023 Q4	–	Sell	-10,874	Closed	-$346K	–	456
2023 Q3	$342K	Buy	10,874 +209	+2%	+$6.66K	0.02%	397
2023 Q2	$342K	Buy	+10,665	New	+$344K	0.02%	423
2023 Q1	–	Sell	-11,568	Closed	-$368K	–	483
2022 Q4	$368K	Buy	+11,568	New	+$366K	0.03%	292

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