Siligmueller & Norvid Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Siligmueller & Norvid Wealth Advisors’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	$805K	Sell	22,389 -77,236	-78%	-$2.6M	0.36%	59
2025 Q2	$3.32M	Buy	99,625 +59,870	+151%	+$1.98M	1.29%	23
2025 Q1	$1.32M	Hold	39,755	–	–	0.56%	36
2024 Q4	$1.3M	Buy	+39,755	New	+$1.32M	0.56%	34

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $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 $432B AUM 30.22% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's SPIB Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 78% in Q3 2025, selling an estimated $2.6M and leaving 22,389 shares worth $805K. The position accounts for 0.36% of the portfolio, ranked #59.

Siligmueller & Norvid Wealth Advisors first reported a position in SPIB in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.32M in Q2 2025. 558 funds tracked by Wall St. Rank hold SPIB as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 22,389 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $805K as of Q3 2025.
Siligmueller & Norvid Wealth Advisors sold 77,236 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2025, an estimated $2.6M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.36% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #59 holding.
Siligmueller & Norvid Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
Siligmueller & Norvid Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.32M in Q2 2025.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.