Vestmark Advisory Solutions’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Vestmark Advisory Solutions’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	-34,477	Closed	-$1.13M	–	668
2024 Q4	$1.13M	Buy	34,477 +529	+2%	+$17.5K	0.04%	310
2024 Q3	$1.14M	Buy	33,948 +3,101	+10%	+$103K	0.04%	290
2024 Q2	$1M	Buy	30,847 +3,125	+11%	+$101K	0.04%	312
2024 Q1	$906K	Sell	27,722 -101,860	-79%	-$3.32M	0.04%	325
2023 Q4	$4.25M	Buy	129,582 +13,706	+12%	+$436K	0.22%	118
2023 Q3	$3.64M	Buy	115,876 +16,460	+17%	+$524K	0.26%	86
2023 Q2	$3.19M	Buy	99,416 +17,586	+21%	+$568K	0.12%	220
2023 Q1	$2.66M	Sell	81,830 -87,392	-52%	-$2.82M	0.12%	245
2022 Q4	$5.39M	Buy	169,222 +4,961	+3%	+$157K	0.26%	91
2022 Q3	$5.14M	Buy	+164,261	New	+$5.35M	0.29%	83

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

Vestmark Advisory Solutions's SPIB Position: Q1 2025 in Review

Vestmark Advisory Solutions sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2025, closing a stake of 34,477 shares — an estimated $1.13M sold.

Vestmark Advisory Solutions first reported a position in SPIB in Q3 2022 and held it in 10 quarters. The position peaked at $5.39M in Q4 2022. 559 funds tracked by Wall St. Rank hold SPIB as of Q1 2025.

Vestmark Advisory Solutions reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Vestmark Advisory Solutions sold 34,477 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2025, an estimated $1.13M.
Vestmark Advisory Solutions first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2022 and held it in 10 quarters.
Vestmark Advisory Solutions's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $5.39M in Q4 2022.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2025.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2025, filed 13 May 2025.