AE Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

AE Wealth 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	$655K	Buy	19,586 +1,830	+10%	+$61.2K	﹤0.01%	1096
2026 Q1	$596K	Sell	17,756 -14,233	-44%	-$481K	﹤0.01%	1019
2025 Q4	$1.08M	Sell	31,989 -8,807	-22%	-$298K	0.01%	777
2025 Q3	$1.38M	Buy	40,796 +11,283	+38%	+$380K	0.01%	672
2025 Q2	$991K	Buy	29,513 +1,529	+5%	+$50.6K	0.01%	725
2025 Q1	$930K	Sell	27,984 -5,230	-16%	-$172K	0.01%	721
2024 Q4	$1.09M	Buy	33,214 +11,909	+56%	+$394K	0.01%	680
2024 Q3	$718K	Buy	21,305 +3,948	+23%	+$131K	0.01%	789
2024 Q2	$565K	Buy	17,357 +17	+0.1%	+$551	0.01%	853
2024 Q1	$567K	Sell	17,340 -187,547	-92%	-$6.12M	0.01%	785
2023 Q4	$6.7M	Sell	204,887 -60,638	-23%	-$1.93M	0.03%	506
2023 Q3	$8.35M	Buy	265,525 +2,184	+0.8%	+$69.6K	0.05%	424
2023 Q2	$8.46M	Sell	263,341 -14,854	-5%	-$480K	0.05%	406
2023 Q1	$9.04M	Sell	278,195 -12,847	-4%	-$414K	0.06%	365
2022 Q4	$9.26M	Sell	291,042 -23,747	-8%	-$751K	0.07%	340
2022 Q3	$9.86M	Sell	314,789 -29,646	-9%	-$966K	0.08%	273
2022 Q2	$11.2M	Sell	344,435 -127,937	-27%	-$4.23M	0.09%	250
2022 Q1	$16.1M	Sell	472,372 -2,049	-0.4%	-$71.7K	0.11%	186
2021 Q4	$17.1M	Buy	474,421 +19,936	+4%	+$723K	0.12%	175
2021 Q3	$16.6M	Buy	454,485 +5,654	+1%	+$208K	0.14%	164
2021 Q2	$16.5M	Buy	448,831 +34,364	+8%	+$1.25M	0.14%	146
2021 Q1	$15M	Sell	414,467 -255,449	-38%	-$9.37M	0.15%	141
2020 Q4	$24.9M	Buy	669,916 +177,054	+36%	+$6.53M	0.28%	84
2020 Q3	$18.1M	Sell	492,862 -17,044	-3%	-$627K	0.26%	87
2020 Q2	$18.6M	Buy	509,906 +41,288	+9%	+$1.47M	0.29%	85
2020 Q1	$15.9M	Buy	468,618 +77,694	+20%	+$2.72M	0.37%	51
2019 Q4	$13.8M	Buy	390,924 +50,551	+15%	+$1.78M	0.3%	71
2019 Q3	$12M	Buy	340,373 +5,702	+2%	+$200K	0.35%	60
2019 Q2	$11.7M	Buy	334,671 +298,020	+813%	+$10.2M	0.35%	60
2019 Q1	$1.25M	Buy	36,651 +1,315	+4%	+$44.2K	0.09%	187
2018 Q4	$1.17M	Sell	35,336 -67,174	-66%	-$2.21M	0.2%	128
2018 Q3	$3.41M	Sell	102,510 -7,493	-7%	-$250K	0.19%	98
2018 Q2	$3.66M	Buy	110,003 +103,488	+1,588%	+$3.44M	0.25%	62
2018 Q1	$219K	Buy	+6,515	New	+$220K	0.02%	392
2017 Q3	–	Sell	-18,349	Closed	-$631K	–	414
2017 Q2	$631K	Buy	+18,349	New	+$630K	0.08%	205

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

AE Wealth Management's SPIB Position: Q2 2026 in Review

AE Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 10% in Q2 2026, buying an estimated $61.2K and bringing the position to 19,586 shares worth $655K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

AE Wealth Management first reported a position in SPIB in Q2 2017 and has held it in 35 quarters since. The position peaked at $24.9M in Q4 2020. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

AE Wealth Management held 19,586 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $655K as of Q2 2026.
AE Wealth Management bought 1,830 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $61.2K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1096 holding.
AE Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2017 and has held it in 35 quarters since.
AE Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $24.9M in Q4 2020.
583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.