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WMG Financial Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

WMG Financial Advisors’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 		– Sell
-12,407
Closed -$420K – 194
2025
Q3 		$420K Sell
12,407
-696
-5% -$23.4K 0.14% 102
2025
Q2 		$440K Buy
13,103
+2,036
+18% +$67.4K 0.16% 93
2025
Q1 		$368K Buy
11,067
+2,663
+32% +$87.8K 0.16% 90
2024
Q4 		$275K Buy
8,404
+349
+4% +$11.6K 0.12% 122
2024
Q3 		$272K Buy
+8,055
New +$268K 0.12% 126

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

WMG Financial Advisors's SPIB Position: Q4 2025 in Review

WMG Financial Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2025, closing a stake of 12,407 shares — an estimated $420K sold.

WMG Financial Advisors first reported a position in SPIB in Q3 2024 and held it in 5 quarters. The position peaked at $440K in Q2 2025. 571 funds tracked by Wall St. Rank hold SPIB as of Q4 2025.

  • WMG Financial Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 12,407 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2025, an estimated $420K.
  • WMG Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2024 and held it in 5 quarters.
  • WMG Financial Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $440K in Q2 2025.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.