AIM
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Advyzon Investment Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Advyzon Investment 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
Q2 		$809K Buy
24,170
+2,965
+14% +$99.2K 0.06% 317
2026
Q1 		$711K Buy
21,205
+2,980
+16% +$101K 0.06% 294
2025
Q4 		$616K Buy
18,225
+7,711
+73% +$261K 0.07% 268
2025
Q3 		$356K Buy
10,514
+1,007
+11% +$33.9K 0.06% 288
2025
Q2 		$319K Buy
+9,507
New +$315K 0.07% 266

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 22.9% 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

Advyzon Investment Management's SPIB Position: Q2 2026 in Review

Advyzon Investment Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 14% in Q2 2026, buying an estimated $99.2K and bringing the position to 24,170 shares worth $809K. The position accounts for 0.06% of the portfolio, ranked #317.

Advyzon Investment Management first reported a position in SPIB in Q2 2025 and has held it in 5 quarters since. 590 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Advyzon Investment Management held 24,170 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $809K as of Q2 2026.
  • Advyzon Investment Management bought 2,965 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $99.2K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.06% of Advyzon Investment Management's portfolio in Q2 2026, its #317 holding.
  • Advyzon Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 590 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.