Sharkey, Howes & Javer’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Sharkey, Howes & Javer’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	-35,836	Closed	-$1.21M	–	163
2025 Q3	$1.21M	Buy	+35,836	New	+$1.21M	0.16%	76
2025 Q2	–	Sell	-40,771	Closed	-$1.36M	–	163
2025 Q1	$1.36M	Buy	+40,771	New	+$1.34M	0.19%	75

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

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

Sharkey, Howes & Javer's SPIB Position: Q4 2025 in Review

Sharkey, Howes & Javer sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2025, closing a stake of 35,836 shares — an estimated $1.21M sold.

Sharkey, Howes & Javer first reported a position in SPIB in Q1 2025 and held it in 2 quarters. The position peaked at $1.36M in Q1 2025. 572 funds tracked by Wall St. Rank hold SPIB as of Q4 2025.

Sharkey, Howes & Javer reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Sharkey, Howes & Javer sold 35,836 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2025, an estimated $1.21M.
Sharkey, Howes & Javer first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2025 and held it in 2 quarters.
Sharkey, Howes & Javer's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.36M in Q1 2025.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2025.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2025, filed 13 Jan 2026.