Virtue Capital Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Virtue Capital 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 Q2	–	Sell	-99,247	Closed	-$3.3M	–	455
2025 Q1	$3.3M	Buy	+99,247	New	+$3.27M	0.39%	55
2024 Q3	–	Sell	-81,482	Closed	-$2.68M	–	372
2024 Q2	$2.68M	Buy	81,482 +16,155	+25%	+$523K	0.46%	40
2024 Q1	$2.11M	Buy	65,327 +55,064	+537%	+$1.8M	0.38%	50
2023 Q4	$334K	Buy	+10,263	New	+$326K	0.07%	262
2018 Q2	–	Sell	-184	Closed	-$6K	–	421
2018 Q1	$6K	Sell	184 -34	-16%	-$1.15K	﹤0.01%	430
2017 Q4	$7K	Buy	+218	New	+$7.49K	﹤0.01%	354

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 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

CCWA

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

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

Virtue Capital Management's SPIB Position: Q2 2025 in Review

Virtue Capital Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2025, closing a stake of 99,247 shares — an estimated $3.3M sold.

Virtue Capital Management first reported a position in SPIB in Q4 2017 and held it in 6 quarters. The position peaked at $3.3M in Q1 2025. 559 funds tracked by Wall St. Rank hold SPIB as of Q2 2025.

Virtue Capital Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Virtue Capital Management sold 99,247 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2025, an estimated $3.3M.
Virtue Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and held it in 6 quarters.
Virtue Capital Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.3M 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 Virtue Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.