4Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF SPIB Stock Holding History

4Wealth 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 Q3	$244K	Sell	7,547 -84	-1%	-$2.77K	0.17%	120
2026 Q2	$256K	Sell	7,631 -39	-0.5%	-$1.3K	0.2%	126
2026 Q1	$256K	Sell	7,670 -2,311	-23%	-$78.1K	0.22%	118
2025 Q4	$337K	Sell	9,981 -86	-0.9%	-$2.91K	0.29%	113
2025 Q3	$341K	Sell	10,067 -2,219	-18%	-$74.7K	0.3%	101
2025 Q2	$413K	Sell	12,286 -761	-6%	-$25.2K	0.42%	82
2025 Q1	$434K	Sell	13,047 -10,777	-45%	-$355K	0.47%	75
2024 Q4	$780K	Buy	+23,824	New	+$789K	0.78%	34

Other funds holding SPIB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

McMill Wealth Management Norfolk, Nebraska $440M AUM 5.3% 1-Year Est. Return

Dodds Wealth Greenwood Village, Colorado $444M AUM 4.86% 1-Year Est. Return

4Wealth Advisors's SPIB Position: Q3 2026 in Review

4Wealth Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) stake by 1.1% in Q3 2026, selling an estimated $2.77K and leaving 7,547 shares worth $244K. The position accounts for 0.17% of the portfolio, ranked #120.

4Wealth Advisors first reported a position in SPIB in Q4 2024 and has held it in 8 quarters since. The position peaked at $780K in Q4 2024. 380 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

4Wealth Advisors held 7,547 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $244K as of Q3 2026.
4Wealth Advisors sold 84 State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF shares in Q3 2026, an estimated $2.77K.
State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up 0.17% of 4Wealth Advisors's portfolio in Q3 2026, its #120 holding.
4Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q4 2024 and has held it in 8 quarters since.
4Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF position peaked at $780K in Q4 2024.
380 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.