AFAS
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Acorn Financial Advisory Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Acorn Financial Advisory Services’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 		$650K Buy
19,427
+395
+2% +$13.2K 0.09% 110
2026
Q1 		$638K Sell
19,032
-683
-3% -$23.1K 0.09% 107
2025
Q4 		$667K Buy
19,715
+687
+4% +$23.3K 0.1% 100
2025
Q3 		$645K Buy
19,028
+1,467
+8% +$49.4K 0.1% 101
2025
Q2 		$590K Buy
17,561
+1,025
+6% +$33.9K 0.1% 103
2025
Q1 		$550K Sell
16,536
-1,401
-8% -$46.2K 0.1% 101
2024
Q4 		$588K Buy
17,937
+2,085
+13% +$69K 0.1% 100
2024
Q3 		$534K Buy
15,852
+50
+0.3% +$1.66K 0.09% 102
2024
Q2 		$515K Buy
15,802
+477
+3% +$15.5K 0.1% 103
2024
Q1 		$501K Sell
15,325
-2,457
-14% -$80.1K 0.09% 108
2023
Q4 		$584K Sell
17,782
-4,385
-20% -$139K 0.1% 121
2023
Q3 		$697K Buy
22,167
+3,569
+19% +$114K 0.12% 112
2023
Q2 		$597K Buy
18,598
+119
+0.6% +$3.84K 0.11% 118
2023
Q1 		$600K Sell
18,479
-444
-2% -$14.3K 0.12% 109
2022
Q4 		$602K Buy
18,923
+3,250
+21% +$103K 0.13% 108
2022
Q3 		$491K Buy
15,673
+89
+0.6% +$2.9K 0.12% 123
2022
Q2 		$509K Sell
15,584
-3,976
-20% -$131K 0.12% 114
2022
Q1 		$668K Sell
19,560
-2,492
-11% -$87.2K 0.13% 106
2021
Q4 		$797K Sell
22,052
-339
-2% -$12.3K 0.16% 92
2021
Q3 		$818K Buy
22,391
+5,383
+32% +$198K 0.25% 89
2021
Q2 		$624K Buy
17,008
+290
+2% +$10.6K 0.18% 125
2021
Q1 		$606K Sell
16,718
-404
-2% -$14.8K 0.22% 107
2020
Q4 		$637K Buy
17,122
+946
+6% +$34.9K 0.25% 103
2020
Q3 		$595K Buy
16,176
+1,425
+10% +$52.5K 0.31% 94
2020
Q2 		$539K Buy
14,751
+71
+0.5% +$2.52K 0.38% 95
2020
Q1 		$499K Buy
14,680
+2,460
+20% +$86.3K 0.49% 71
2019
Q4 		$432K Buy
+12,220
New +$431K 0.36% 95

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

Acorn Financial Advisory Services's SPIB Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2.1% in Q2 2026, buying an estimated $13.2K and bringing the position to 19,427 shares worth $650K. The position accounts for 0.09% of the portfolio, ranked #110.

Acorn Financial Advisory Services first reported a position in SPIB in Q4 2019 and has held it in 27 quarters since. The position peaked at $818K in Q3 2021. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Acorn Financial Advisory Services held 19,427 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $650K as of Q2 2026.
  • Acorn Financial Advisory Services bought 395 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $13.2K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.09% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #110 holding.
  • Acorn Financial Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Acorn Financial Advisory Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $818K in Q3 2021.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.