AWMG
SPIB icon

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

Alliance Wealth Management 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 		$5.74M Buy
171,424
+8,878
+5% +$297K 1.12% 25
2026
Q1 		$5.45M Buy
162,546
+27,109
+20% +$916K 1.19% 25
2025
Q4 		$4.58M Buy
135,437
+1,376
+1% +$46.6K 1% 27
2025
Q3 		$4.54M Buy
134,061
+6,940
+5% +$234K 1.01% 28
2025
Q2 		$4.27M Buy
127,121
+5,395
+4% +$179K 1.09% 28
2025
Q1 		$4.05M Buy
121,726
+9,911
+9% +$327K 1.09% 29
2024
Q4 		$3.66M Buy
111,815
+7,435
+7% +$246K 0.98% 29
2024
Q3 		$3.52M Buy
104,380
+9,295
+10% +$309K 0.94% 30
2024
Q2 		$3.1M Buy
95,085
+2,949
+3% +$95.5K 0.88% 30
2024
Q1 		$3.01M Buy
92,136
+2,485
+3% +$81.1K 0.88% 30
2023
Q4 		$2.94M Buy
+89,651
New +$2.85M 0.92% 30
2023
Q2 		$2.63M Buy
82,042
+2,469
+3% +$79.7K 0.86% 30
2023
Q1 		$2.59M Sell
79,573
-10,705
-12% -$345K 0.88% 30
2022
Q4 		$2.87M Buy
90,278
+4,628
+5% +$146K 1.05% 26
2022
Q3 		$2.68M Sell
85,650
-5,941
-6% -$194K 1.04% 26
2022
Q2 		$2.99M Buy
91,591
+1,087
+1% +$35.9K 1.1% 25
2022
Q1 		$3.09M Buy
90,504
+2,354
+3% +$82.4K 1.01% 25
2021
Q4 		$3.19M Sell
88,150
-1,798
-2% -$65.2K 0.99% 24
2021
Q3 		$3.29M Buy
89,948
+2,412
+3% +$88.7K 1.07% 23
2021
Q2 		$3.21M Buy
87,536
+2,846
+3% +$104K 1.07% 23
2021
Q1 		$3.07M Buy
84,690
+4,367
+5% +$160K 1.16% 20
2020
Q4 		$2.99M Sell
80,323
-576
-0.7% -$21.3K 1.18% 20
2020
Q3 		$2.97M Buy
80,899
+2,399
+3% +$88.3K 1.28% 20
2020
Q2 		$2.87M Buy
78,500
+12,589
+19% +$448K 1.31% 19
2020
Q1 		$2.24M Buy
65,911
+2,892
+5% +$101K 1.2% 21
2019
Q4 		$2.23M Buy
63,019
+547
+0.9% +$19.3K 0.99% 21
2019
Q3 		$2.2M Buy
62,472
+2,599
+4% +$91.2K 1.06% 21
2019
Q2 		$2.09M Buy
59,873
+1,450
+2% +$49.7K 1.02% 22
2019
Q1 		$2M Buy
58,423
+2,873
+5% +$96.5K 1.06% 21
2018
Q4 		$1.83M Sell
55,550
-444
-0.8% -$14.6K 1.1% 22
2018
Q3 		$1.86M Buy
55,994
+106
+0.2% +$3.53K 1.02% 21
2018
Q2 		$1.86M Buy
55,888
+1,274
+2% +$42.4K 1.08% 23
2018
Q1 		$1.83M Buy
54,614
+9,599
+21% +$324K 0.86% 26
2017
Q4 		$1.54M Buy
+45,015
New +$1.55M 0.76% 28

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

Alliance Wealth Management Group's SPIB Position: Q2 2026 in Review

Alliance Wealth Management Group increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 5.5% in Q2 2026, buying an estimated $297K and bringing the position to 171,424 shares worth $5.74M. The position accounts for 1.12% of the portfolio, ranked #25.

Alliance Wealth Management Group first reported a position in SPIB in Q4 2017 and has held it in 34 quarters since. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Alliance Wealth Management Group held 171,424 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $5.74M as of Q2 2026.
  • Alliance Wealth Management Group bought 8,878 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $297K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.12% of Alliance Wealth Management Group's portfolio in Q2 2026, its #25 holding.
  • Alliance Wealth Management Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Alliance Wealth Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.