Advisor OS’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Advisor OS’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 Q1	$1.5M	Sell	44,686 -8,239	-16%	-$278K	0.11%	137
2025 Q4	$1.79M	Buy	52,925 +41,044	+345%	+$1.39M	0.14%	106
2025 Q3	$403K	Sell	11,881 -4,427	-27%	-$149K	0.03%	299
2025 Q2	$548K	Buy	16,308 +5,032	+45%	+$167K	0.05%	240
2025 Q1	$375K	Buy	+11,276	New	+$372K	0.04%	278
2022 Q1	–	Sell	-39,594	Closed	-$1.43M	–	242
2021 Q4	$1.43M	Buy	39,594 +1,388	+4%	+$50.3K	0.29%	86
2021 Q3	$1.4M	Buy	38,206 +674	+2%	+$24.8K	0.3%	75
2021 Q2	$1.38M	Buy	37,532 +6,898	+23%	+$252K	0.29%	68
2021 Q1	$1.11M	Buy	+30,634	New	+$1.12M	0.25%	77
2020 Q3	–	Sell	-28,280	Closed	-$1.03M	–	152
2020 Q2	$1.03M	Buy	+28,280	New	+$1.01M	0.62%	38

Other funds holding SPIB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $987M AUM 17.8% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor OS's SPIB Position: Q1 2026 in Review

Advisor OS reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 16% in Q1 2026, selling an estimated $278K and leaving 44,686 shares worth $1.5M. The position accounts for 0.11% of the portfolio, ranked #137.

Advisor OS first reported a position in SPIB in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.79M in Q4 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Advisor OS held 44,686 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.5M as of Q1 2026.
Advisor OS sold 8,239 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $278K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.11% of Advisor OS's portfolio in Q1 2026, its #137 holding.
Advisor OS first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2020 and has held it in 10 quarters since.
Advisor OS's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.79M in Q4 2025.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.