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

Acorn Wealth 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 		$1.27M Buy
37,901
+17,431
+85% +$583K 0.31% 74
2026
Q1 		$687K Buy
20,470
+8,547
+72% +$289K 0.2% 111
2025
Q4 		$403K Sell
11,923
-191
-2% -$6.47K 0.12% 162
2025
Q3 		$411K Sell
12,114
-326
-3% -$11K 0.13% 161
2025
Q2 		$418K Sell
12,440
-2,831
-19% -$93.7K 0.16% 132
2025
Q1 		$508K Sell
15,271
-928
-6% -$30.6K 0.21% 102
2024
Q4 		$531K Buy
16,199
+739
+5% +$24.5K 0.22% 97
2024
Q3 		$521K Buy
15,460
+1,289
+9% +$42.8K 0.22% 87
2024
Q2 		$461K Buy
14,171
+18
+0.1% +$583 0.23% 85
2024
Q1 		$463K Sell
14,153
-214
-1% -$6.98K 0.24% 87
2023
Q4 		$472K Buy
14,367
+26
+0.2% +$826 0.28% 78
2023
Q3 		$451K Buy
14,341
+1,660
+13% +$52.9K 0.3% 78
2023
Q2 		$407K Buy
12,681
+810
+7% +$26.2K 0.28% 88
2023
Q1 		$386K Sell
11,871
-91
-0.8% -$2.94K 0.28% 89
2022
Q4 		$381K Sell
11,962
-52
-0.4% -$1.64K 0.29% 81
2022
Q3 		$376K Sell
12,014
-171
-1% -$5.57K 0.31% 84
2022
Q2 		$398K Buy
12,185
+1,299
+12% +$42.9K 0.31% 84
2022
Q1 		$372K Sell
10,886
-33
-0.3% -$1.16K 0.26% 101
2021
Q4 		$395K Buy
10,919
+8
+0.1% +$290 0.25% 97
2021
Q3 		$398K Buy
10,911
+145
+1% +$5.33K 0.28% 91
2021
Q2 		$395K Buy
10,766
+10
+0.1% +$365 0.27% 87
2021
Q1 		$390K Buy
10,756
+2,441
+29% +$89.6K 0.28% 86
2020
Q4 		$309K Buy
+8,315
New +$307K 0.24% 104
2018
Q3 		– Sell
-2,900
Closed -$96K – 394
2018
Q2 		$96K Buy
2,900
+11
+0.4% +$366 0.08% 185
2018
Q1 		$96K Buy
2,889
+127
+5% +$4.28K 0.08% 183
2017
Q4 		$94K Buy
+2,762
New +$94.9K 0.09% 177

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 Wealth Advisors's SPIB Position: Q2 2026 in Review

Acorn Wealth Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 85% in Q2 2026, buying an estimated $583K and bringing the position to 37,901 shares worth $1.27M. The position accounts for 0.31% of the portfolio, ranked #74.

Acorn Wealth Advisors first reported a position in SPIB in Q4 2017 and has held it in 26 quarters since. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Acorn Wealth Advisors held 37,901 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.27M as of Q2 2026.
  • Acorn Wealth Advisors bought 17,431 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $583K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.31% of Acorn Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • Acorn Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and has held it in 26 quarters since.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.