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1620 Investment Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

1620 Investment 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
2026
Q2 		$4.98M Buy
148,865
+3,878
+3% +$130K 3.09% 1
2026
Q1 		$4.86M Buy
144,987
+5,512
+4% +$186K 3.29% 1
2025
Q4 		$4.72M Buy
139,475
+4,171
+3% +$141K 3.14% 1
2025
Q3 		$4.59M Buy
135,304
+2,781
+2% +$93.6K 3.11% 1
2025
Q2 		$4.45M Buy
132,523
+4,285
+3% +$142K 3.16% 1
2025
Q1 		$4.26M Buy
128,238
+4,996
+4% +$165K 3.26% 1
2024
Q4 		$4.04M Sell
123,242
-3,153
-2% -$104K 3.06% 1
2024
Q3 		$4.26M Buy
126,395
+2,591
+2% +$86.1K 3.07% 1
2024
Q2 		$4.03M Buy
123,804
+4,864
+4% +$158K 3.09% 1
2024
Q1 		$3.89M Buy
118,940
+9,934
+9% +$324K 3.91% 1
2023
Q4 		$3.58M Sell
109,006
-2,667
-2% -$84.8K 3.91% 1
2023
Q3 		$3.51M Sell
111,673
-1,031
-0.9% -$32.8K 3.98% 1
2023
Q2 		$3.62M Buy
112,704
+2,949
+3% +$95.2K 3.92% 1
2023
Q1 		$3.57M Buy
109,755
+2,398
+2% +$77.3K 4.3% 1
2022
Q4 		$3.42M Sell
107,357
-17,768
-14% -$562K 4.14% 1
2022
Q3 		$3.92M Sell
125,125
-485
-0.4% -$15.8K 5.78% 1
2022
Q2 		$4.1M Sell
125,610
-9,983
-7% -$330K 5.65% 1
2022
Q1 		$4.9M Hold
135,593
– – 5.34% 1
2021
Q4 		$4.9M Buy
+135,593
New +$4.91M 5.49% 1

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

1620 Investment Advisors's SPIB Position: Q2 2026 in Review

1620 Investment Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2.7% in Q2 2026, buying an estimated $130K and bringing the position to 148,865 shares worth $4.98M. The position accounts for 3.09% of the portfolio, ranked #1.

1620 Investment Advisors first reported a position in SPIB in Q4 2021 and has held it in 19 quarters since. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • 1620 Investment Advisors held 148,865 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $4.98M as of Q2 2026.
  • 1620 Investment Advisors bought 3,878 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $130K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 3.09% of 1620 Investment Advisors's portfolio in Q2 2026, its #1 holding.
  • 1620 Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.