SFC
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Strategic Financial Concepts’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Strategic Financial Concepts’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
-922,179
Closed -$31.3M – 277
2025
Q3 		$31.3M Buy
922,179
+27,811
+3% +$936K 4.54% 5
2025
Q2 		$30M Buy
+894,368
New +$29.6M 4.22% 5
2024
Q2 		– Sell
-7,575
Closed -$248K – 781
2024
Q1 		$248K Buy
+7,575
New +$247K 0.06% 261

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
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
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
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 $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Financial Concepts's SPIB Position: Q4 2025 in Review

Strategic Financial Concepts sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2025, closing a stake of 922,179 shares — an estimated $31.3M sold.

Strategic Financial Concepts first reported a position in SPIB in Q1 2024 and held it in 3 quarters. The position peaked at $31.3M in Q3 2025. 571 funds tracked by Wall St. Rank hold SPIB as of Q4 2025.

  • Strategic Financial Concepts reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 922,179 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2025, an estimated $31.3M.
  • Strategic Financial Concepts first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
  • Strategic Financial Concepts's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $31.3M in Q3 2025.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.