Albion Financial Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond 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 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 $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

Albion Financial Group's SPIB Position: Q2 2026 in Review

Albion Financial Group reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 73% in Q2 2026, selling an estimated $31.6K and leaving 347 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Albion Financial Group first reported a position in SPIB in Q4 2023 and has held it in 6 quarters since. The position peaked at $241K in Q4 2023. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Albion Financial Group held 347 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $11.6K as of Q2 2026.
Albion Financial Group sold 945 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $31.6K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #411 holding.
Albion Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and has held it in 6 quarters since.
Albion Financial Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $241K in Q4 2023.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.