Van Hulzen Asset Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Van Hulzen Asset Management’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 Q1	–	Sell	-1	Closed	-$33	–	987
2024 Q4	$33	Buy	+1	New	+$33	﹤0.01%	1156
2019 Q4	–	Sell	-12,035	Closed	-$425K	–	293
2019 Q3	$425K	Buy	+12,035	New	+$422K	0.09%	158

Other funds holding SPIB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WMN

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

Van Hulzen Asset Management's SPIB Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2025, closing a stake of 1 share — an estimated $33 sold.

Van Hulzen Asset Management first reported a position in SPIB in Q3 2019 and held it in 2 quarters. The position peaked at $425K in Q3 2019. 559 funds tracked by Wall St. Rank hold SPIB as of Q1 2025.

Van Hulzen Asset Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 1 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share in Q1 2025, an estimated $33.
Van Hulzen Asset Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2019 and held it in 2 quarters.
Van Hulzen Asset Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $425K in Q3 2019.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.