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

Strategic Planning Inc’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
Q2 		– Sell
-8,052
Closed -$268K – 54
2025
Q1 		$268K Buy
+8,052
New +$265K 0.15% 52

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Strategic Planning Inc's SPIB Position: Q2 2025 in Review

Strategic Planning Inc sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2025, closing a stake of 8,052 shares — an estimated $268K sold.

Strategic Planning Inc first reported a position in SPIB in Q1 2025 and held it in 1 quarter. The position peaked at $268K in Q1 2025. 559 funds tracked by Wall St. Rank hold SPIB as of Q2 2025.

  • Strategic Planning Inc reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Strategic Planning Inc sold 8,052 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2025, an estimated $268K.
  • Strategic Planning Inc first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Strategic Planning Inc's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $268K in Q1 2025.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2025.

Based on Strategic Planning Inc's 13F filing for Q2 2025, filed 20 Oct 2025.