Accurate Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Accurate Wealth Management’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	$4.3M	Buy	133,085 +16,382	+14%	+$541K	0.37%	59
2026 Q2	$3.88M	Buy	116,703 +9,325	+9%	+$312K	0.37%	57
2026 Q1	$3.6M	Buy	107,378 +3,887	+4%	+$131K	0.43%	45
2025 Q4	$3.5M	Buy	103,491 +5,452	+6%	+$185K	0.44%	45
2025 Q3	$3.33M	Buy	98,039 +10,703	+12%	+$360K	0.44%	47
2025 Q2	$2.92M	Buy	87,336 +8,287	+10%	+$274K	0.45%	50
2025 Q1	$2.58M	Buy	79,049 +4,769	+6%	+$157K	0.49%	54
2024 Q4	$2.42M	Buy	74,280 +14,590	+24%	+$483K	0.46%	59
2024 Q3	$1.99M	Buy	59,690 +16,348	+38%	+$543K	0.4%	68
2024 Q2	$1.42M	Buy	43,342 +9,870	+29%	+$320K	0.34%	77
2024 Q1	$1.07M	Sell	33,472 -24,687	-42%	-$805K	0.31%	78
2023 Q4	$1.91M	Sell	58,159 -4,907	-8%	-$156K	0.59%	48
2023 Q3	$1.96M	Buy	63,066 +16,638	+36%	+$530K	0.61%	49
2023 Q2	$1.49M	Buy	46,428 +8,229	+22%	+$266K	0.47%	55
2023 Q1	$1.24M	Buy	38,199 +10,360	+37%	+$334K	0.43%	67
2022 Q4	$899K	Buy	27,839 +12,130	+77%	+$384K	0.33%	65
2022 Q3	$489K	Buy	+15,709	New	+$512K	0.2%	94

Other funds holding SPIB

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

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

EWA

ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Accurate Wealth Management's SPIB Position: Q3 2026 in Review

Accurate Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 14% in Q3 2026, buying an estimated $541K and bringing the position to 133,085 shares worth $4.3M. The position accounts for 0.37% of the portfolio, ranked #59.

Accurate Wealth Management first reported a position in SPIB in Q3 2022 and has held it in 17 quarters since. 162 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Accurate Wealth Management held 133,085 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $4.3M as of Q3 2026.
Accurate Wealth Management bought 16,382 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $541K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.37% of Accurate Wealth Management's portfolio in Q3 2026, its #59 holding.
Accurate Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2022 and has held it in 17 quarters since.
162 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.