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

Transatlantique 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
Q4 		$6.11M Buy
180,638
+26,784
+17% +$907K 1.92% 10
2025
Q3 		$5.21M Buy
153,854
+24,711
+19% +$831K 1.71% 11
2025
Q2 		$4.34M Buy
129,143
+3,714
+3% +$123K 1.59% 11
2025
Q1 		$4.17M Buy
125,429
+11,673
+10% +$385K 1.66% 13
2024
Q4 		$3.73M Buy
113,756
+185
+0.2% +$6.12K 1.42% 14
2024
Q3 		$3.83M Sell
113,571
-1,724
-1% -$57.3K 1.46% 11
2024
Q2 		$3.75M Buy
115,295
+36,991
+47% +$1.2M 1.53% 12
2024
Q1 		$2.56M Buy
+78,304
New +$2.55M 1.12% 17

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

Transatlantique Private Wealth's SPIB Position: Q4 2025 in Review

Transatlantique Private Wealth increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 17% in Q4 2025, buying an estimated $907K and bringing the position to 180,638 shares worth $6.11M. The position accounts for 1.92% of the portfolio, ranked #10.

Transatlantique Private Wealth first reported a position in SPIB in Q1 2024 and has held it in 8 quarters since. 571 funds tracked by Wall St. Rank hold SPIB as of Q4 2025.

  • Transatlantique Private Wealth held 180,638 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $6.11M as of Q4 2025.
  • Transatlantique Private Wealth bought 26,784 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2025, an estimated $907K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.92% of Transatlantique Private Wealth's portfolio in Q4 2025, its #10 holding.
  • Transatlantique Private Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2025.

Based on Transatlantique Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.