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Shilanski & Associates’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Shilanski & 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
Q3 		$10.4M Buy
306,815
+16,197
+6% +$545K 2.76% 8
2025
Q2 		$9.76M Buy
290,618
+5,627
+2% +$186K 2.79% 8
2025
Q1 		$9.47M Buy
284,991
+13,018
+5% +$429K 2.96% 6
2024
Q4 		$8.91M Buy
271,973
+8,844
+3% +$293K 2.86% 8
2024
Q3 		$8.87M Sell
263,129
-6,823
-3% -$227K 2.88% 7
2024
Q2 		$8.79M Buy
269,952
+8,777
+3% +$284K 2.96% 7
2024
Q1 		$8.54M Buy
261,175
+16,192
+7% +$528K 2.94% 7
2023
Q4 		$8.04M Buy
244,983
+18,261
+8% +$580K 3.06% 7
2023
Q3 		$7.13M Buy
226,722
+17,509
+8% +$558K 2.91% 9
2023
Q2 		$6.72M Buy
209,213
+3,706
+2% +$120K 2.72% 10
2023
Q1 		$6.71M Buy
205,507
+3,513
+2% +$113K 3.02% 6
2022
Q4 		$6.43M Buy
+201,994
New +$6.39M 2.81% 7

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
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
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Shilanski & Associates's SPIB Position: Q3 2025 in Review

Shilanski & Associates increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 5.6% in Q3 2025, buying an estimated $545K and bringing the position to 306,815 shares worth $10.4M. The position accounts for 2.76% of the portfolio, ranked #8.

Shilanski & Associates first reported a position in SPIB in Q4 2022 and has held it in 12 quarters since. 558 funds tracked by Wall St. Rank hold SPIB as of Q3 2025.

  • Shilanski & Associates held 306,815 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $10.4M as of Q3 2025.
  • Shilanski & Associates bought 16,197 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2025, an estimated $545K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 2.76% of Shilanski & Associates's portfolio in Q3 2025, its #8 holding.
  • Shilanski & Associates first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and has held it in 12 quarters since.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2025.

Based on Shilanski & Associates's 13F filing for Q3 2025, filed 20 Oct 2025.