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Willow Creek Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Willow Creek Wealth 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
Q3 		$23.7M Buy
699,809
+23,595
+3% +$794K 1.95% 16
2025
Q2 		$22.7M Buy
676,214
+23,977
+4% +$794K 2.04% 16
2025
Q1 		$21.7M Buy
652,237
+20,901
+3% +$689K 2.11% 15
2024
Q4 		$20.7M Buy
631,336
+36,633
+6% +$1.21M 2.11% 15
2024
Q3 		$20M Buy
594,703
+15,534
+3% +$516K 2.11% 14
2024
Q2 		$18.9M Buy
579,169
+27,253
+5% +$883K 2.15% 13
2024
Q1 		$18M Buy
551,916
+51,314
+10% +$1.67M 2.11% 14
2023
Q4 		$16.4M Buy
500,602
+267,138
+114% +$8.49M 2.06% 13
2023
Q3 		$7.34M Buy
233,464
+80,524
+53% +$2.56M 1.09% 21
2023
Q2 		$4.91M Buy
152,940
+93,191
+156% +$3.01M 0.7% 29
2023
Q1 		$1.94M Sell
59,749
-5,027
-8% -$162K 0.3% 38
2022
Q4 		$2.06M Buy
64,776
+7,664
+13% +$242K 0.34% 35
2022
Q3 		$1.79M Sell
57,112
-36,672
-39% -$1.2M 0.35% 36
2022
Q2 		$3.06M Sell
93,784
-30,922
-25% -$1.02M 0.57% 22
2022
Q1 		$4.26M Buy
124,706
+859
+0.7% +$30.1K 0.86% 18
2021
Q4 		$4.48M Sell
123,847
-613
-0.5% -$22.2K 0.93% 19
2021
Q3 		$4.54M Buy
124,460
+3,101
+3% +$114K 1.01% 20
2021
Q2 		$4.45M Buy
121,359
+2,074
+2% +$75.7K 1.06% 18
2021
Q1 		$4.32M Buy
119,285
+139
+0.1% +$5.1K 1.59% 13
2020
Q4 		$4.43M Sell
119,146
-230,035
-66% -$8.49M 1.67% 11
2020
Q3 		$12.8M Buy
349,181
+15,536
+5% +$572K 5.29% 6
2020
Q2 		$12.2M Buy
333,645
+10,931
+3% +$389K 5.47% 6
2020
Q1 		$11M Sell
322,714
-23,532
-7% -$825K 5.52% 7
2019
Q4 		$12.2M Buy
346,246
+12,362
+4% +$436K 5.58% 5
2019
Q3 		$11.8M Buy
333,884
+36,898
+12% +$1.29M 5.46% 5
2019
Q2 		$10.4M Buy
296,986
+45,568
+18% +$1.56M 4.97% 5
2019
Q1 		$8.59M Buy
251,418
+29,100
+13% +$977K 4.33% 5
2018
Q4 		$7.34M Buy
222,318
+192,417
+644% +$6.34M 3.9% 5
2018
Q3 		$996K Buy
+29,901
New +$996K 0.56% 19

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

Willow Creek Wealth Management's SPIB Position: Q3 2025 in Review

Willow Creek Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 3.5% in Q3 2025, buying an estimated $794K and bringing the position to 699,809 shares worth $23.7M. The position accounts for 1.95% of the portfolio, ranked #16.

Willow Creek Wealth Management first reported a position in SPIB in Q3 2018 and has held it in 29 quarters since. 558 funds tracked by Wall St. Rank hold SPIB as of Q3 2025.

  • Willow Creek Wealth Management held 699,809 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $23.7M as of Q3 2025.
  • Willow Creek Wealth Management bought 23,595 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2025, an estimated $794K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.95% of Willow Creek Wealth Management's portfolio in Q3 2025, its #16 holding.
  • Willow Creek Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2018 and has held it in 29 quarters since.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.