4A
SPIB icon

4Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond 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
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

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

4Wealth Advisors's SPIB Position: Q2 2026 in Review

4Wealth Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.51% in Q2 2026, selling an estimated $1.3K and leaving 7,631 shares worth $256K. The position accounts for 0.2% of the portfolio, ranked #126.

4Wealth Advisors first reported a position in SPIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $780K in Q4 2024. 96 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • 4Wealth Advisors held 7,631 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $256K as of Q2 2026.
  • 4Wealth Advisors sold 39 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.3K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.2% of 4Wealth Advisors's portfolio in Q2 2026, its #126 holding.
  • 4Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 4Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $780K in Q4 2024.
  • 96 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.