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 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 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 $16.5B AUM 19.94% 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

Advyzon Investment Management's SPIB Position: Q1 2026 in Review

Advyzon Investment Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 16% in Q1 2026, buying an estimated $101K and bringing the position to 21,205 shares worth $711K. The position accounts for 0.06% of the portfolio, ranked #294.

Advyzon Investment Management first reported a position in SPIB in Q2 2025 and has held it in 4 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Advyzon Investment Management held 21,205 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $711K as of Q1 2026.
Advyzon Investment Management bought 2,980 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $101K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.06% of Advyzon Investment Management's portfolio in Q1 2026, its #294 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 4 quarters since.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.