BSC
SPIB icon

BOLTON SECURITIES CORPORATION’s State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF SPIB Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$19.7M Buy
+591,390
New +$19.5M 1.16% 8

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SPIB Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) in Q1 2025: 591,390 shares worth $19.7M. The stake represents 1.16% of the portfolio and ranks #8 among its holdings.

565 funds tracked by Wall St. Rank hold SPIB as of Q1 2025.

  • BOLTON SECURITIES CORPORATION held 591,390 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $19.7M as of Q1 2025.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up 1.16% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #8 holding.
  • 565 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.