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

Strategic Planning 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
2026 Q1	$48.1M	Buy	1,434,770 +1,148,106	+401%	+$38.8M	6.73%	2
2025 Q4	$9.69M	Buy	286,664 +19,079	+7%	+$646K	1.25%	24
2025 Q3	$9.07M	Buy	267,585 +93,804	+54%	+$3.16M	1.23%	25
2025 Q2	$5.84M	Buy	173,781 +5,024	+3%	+$166K	0.95%	36
2025 Q1	$5.61M	Buy	168,757 +19,387	+13%	+$639K	1.1%	29
2024 Q4	$4.89M	Buy	149,370 +6,611	+5%	+$219K	0.9%	33
2024 Q3	$4.81M	Buy	142,759 +47,437	+50%	+$1.58M	0.95%	30
2024 Q2	$3.1M	Buy	+95,322	New	+$3.09M	0.68%	58

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

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return