Albion Financial Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF SPIB Stock Holding History

Albion Financial Group’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 Q3	$1.29M	Buy	39,994 +39,647	+11,426%	+$1.31M	0.07%	96
2026 Q2	$11.6K	Sell	347 -945	-73%	-$31.6K	﹤0.01%	411
2026 Q1	$43.3K	Buy	1,292 +945	+272%	+$31.9K	﹤0.01%	280
2025 Q4	$11.7K	Buy	+347	New	+$11.8K	﹤0.01%	395
2025 Q2	–	Sell	-650	Closed	-$21.6K	–	613
2025 Q1	$21.6K	Sell	650 -3,520	-84%	-$116K	﹤0.01%	315
2024 Q4	$137K	Buy	+4,170	New	+$138K	0.01%	195
2024 Q1	–	Sell	-7,338	Closed	-$241K	–	518
2023 Q4	$241K	Buy	+7,338	New	+$233K	0.02%	171

Other funds holding SPIB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Albion Financial Group's SPIB Position: Q3 2026 in Review

Albion Financial Group increased its State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) stake by 11,426% in Q3 2026, buying an estimated $1.31M and bringing the position to 39,994 shares worth $1.29M. The position accounts for 0.07% of the portfolio, ranked #96.

Albion Financial Group first reported a position in SPIB in Q4 2023 and has held it in 7 quarters since. 474 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Albion Financial Group held 39,994 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $1.29M as of Q3 2026.
Albion Financial Group bought 39,647 State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF shares in Q3 2026, an estimated $1.31M.
State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up 0.07% of Albion Financial Group's portfolio in Q3 2026, its #96 holding.
Albion Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q4 2023 and has held it in 7 quarters since.
474 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.

Based on Albion Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.