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AllGen Financial Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

AllGen Financial Advisors’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 		$17.4M Buy
519,935
+211,398
+69% +$7.07M 3.8% 10
2026
Q1 		$10.3M Buy
308,537
+29,757
+11% +$1.01M 2.46% 11
2025
Q4 		$9.43M Buy
278,780
+12,444
+5% +$421K 2.24% 11
2025
Q3 		$9.03M Buy
266,336
+102,131
+62% +$3.44M 2.22% 12
2025
Q2 		$5.51M Buy
+164,205
New +$5.44M 1.48% 15

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 22.96% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Morgan Stanley
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

AllGen Financial Advisors's SPIB Position: Q2 2026 in Review

AllGen Financial Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 69% in Q2 2026, buying an estimated $7.07M and bringing the position to 519,935 shares worth $17.4M. The position accounts for 3.8% of the portfolio, ranked #10.

AllGen Financial Advisors first reported a position in SPIB in Q2 2025 and has held it in 5 quarters since. 586 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • AllGen Financial Advisors held 519,935 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $17.4M as of Q2 2026.
  • AllGen Financial Advisors bought 211,398 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $7.07M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 3.8% of AllGen Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • AllGen Financial Advisors 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.
  • 586 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

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