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Talon Private Wealth’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Talon Private Wealth’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 		$72.7K Buy
+2,164
New +$71.6K 0.01% 187
2025
Q1 		– Sell
-1,082
Closed -$35.4K – 279
2024
Q4 		$35.4K Hold
1,082
– – 0.01% 167
2024
Q3 		$36.5K Buy
+1,082
New +$36K 0.01% 111

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 $16.5B AUM 19.94% 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

Talon Private Wealth's SPIB Position: Q2 2025 in Review

Talon Private Wealth opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2025: 2,164 shares worth $72.7K. The stake represents 0.01% of the portfolio and ranks #187 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in SPIB as recently as Q4 2024.

Talon Private Wealth first reported a position in SPIB in Q3 2024 and has held it in 3 quarters since. 559 funds tracked by Wall St. Rank hold SPIB as of Q2 2025.

  • Talon Private Wealth held 2,164 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $72.7K as of Q2 2025.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Talon Private Wealth position in Q2 2025.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Talon Private Wealth's portfolio in Q2 2025, its #187 holding.
  • Talon Private Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.