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 Q2	$1.41M	Sell	42,002 -2,684	-6%	-$89.8K	0.09%	156
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 $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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Advisor OS's SPIB Position: Q2 2026 in Review

Advisor OS reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 6% in Q2 2026, selling an estimated $89.8K and leaving 42,002 shares worth $1.41M. The position accounts for 0.09% of the portfolio, ranked #156.

Advisor OS first reported a position in SPIB in Q2 2020 and has held it in 11 quarters since. The position peaked at $1.79M in Q4 2025. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Advisor OS held 42,002 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.41M as of Q2 2026.
Advisor OS sold 2,684 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $89.8K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.09% of Advisor OS's portfolio in Q2 2026, its #156 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 11 quarters since.
Advisor OS's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.79M in Q4 2025.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.