AF
SPIB icon

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

Allworth Financial’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 		$5.23M Sell
156,234
-7,376
-5% -$247K 0.02% 340
2026
Q1 		$5.49M Sell
163,610
-5,152
-3% -$174K 0.02% 350
2025
Q4 		$5.71M Sell
168,762
-7,197
-4% -$244K 0.02% 335
2025
Q3 		$5.96M Sell
175,959
-5,971
-3% -$201K 0.03% 288
2025
Q2 		$6.11M Sell
181,930
-1,486
-0.8% -$49.2K 0.03% 271
2025
Q1 		$6.07M Sell
183,416
-17,135
-9% -$565K 0.03% 237
2024
Q4 		$6.58M Sell
200,551
-445,782
-69% -$14.8M 0.04% 231
2024
Q3 		$21.8M Sell
646,333
-118,516
-15% -$3.94M 0.13% 84
2024
Q2 		$25.1M Buy
764,849
+7,880
+1% +$255K 0.16% 72
2024
Q1 		$24.7M Buy
756,969
+130,673
+21% +$4.26M 0.17% 60
2023
Q4 		$20.6M Sell
626,296
-349,817
-36% -$11.1M 0.16% 60
2023
Q3 		$30.7M Buy
976,113
+44,939
+5% +$1.43M 0.26% 44
2023
Q2 		$29.9M Sell
931,174
-7,011
-0.7% -$226K 0.25% 49
2023
Q1 		$30.5M Sell
938,185
-20,907
-2% -$674K 0.31% 48
2022
Q4 		$30.5M Sell
959,092
-35,720
-4% -$1.13M 0.34% 45
2022
Q3 		$31.2M Sell
994,812
-168,721
-15% -$5.5M 0.39% 40
2022
Q2 		$38M Sell
1,163,533
-38,770
-3% -$1.28M 0.52% 30
2022
Q1 		$41.1M Buy
1,202,303
+604
+0.1% +$21.1K 0.52% 34
2021
Q4 		$43.4M Buy
1,201,699
+536,412
+81% +$19.4M 0.62% 24
2021
Q3 		$24.3M Sell
665,287
-54,885
-8% -$2.02M 0.41% 40
2021
Q2 		$26.4M Sell
720,172
-11,716
-2% -$428K 0.49% 30
2021
Q1 		$26.5M Sell
731,888
-16,827
-2% -$618K 0.54% 26
2020
Q4 		$27.8M Sell
748,715
-1,210,696
-62% -$44.7M 0.73% 18
2020
Q3 		$72M Buy
1,959,411
+64,537
+3% +$2.38M 2.17% 11
2020
Q2 		$69.2M Buy
1,894,874
+1,571
+0.1% +$55.9K 2.13% 11
2020
Q1 		$64.4M Sell
1,893,303
-107,217
-5% -$3.76M 2.14% 11
2019
Q4 		$70.6M Buy
2,000,520
+138,228
+7% +$4.87M 2.48% 9
2019
Q3 		$65.7M Buy
1,862,292
+786,408
+73% +$27.6M 2.51% 9
2019
Q2 		$37.6M Buy
1,075,884
+143,011
+15% +$4.91M 1.47% 17
2019
Q1 		$31.9M Sell
932,873
-9,287
-1% -$312K 1.38% 17
2018
Q4 		$31.1M Sell
942,160
-409,704
-30% -$13.5M 1.54% 16
2018
Q3 		$45M Sell
1,351,864
-315,379
-19% -$10.5M 2.04% 11
2018
Q2 		$55.5M Buy
+1,667,243
New +$55.5M 2.66% 10

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

Allworth Financial's SPIB Position: Q2 2026 in Review

Allworth Financial reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4.5% in Q2 2026, selling an estimated $247K and leaving 156,234 shares worth $5.23M. The position accounts for 0.02% of the portfolio, ranked #340.

Allworth Financial first reported a position in SPIB in Q2 2018 and has held it in 33 quarters since. The position peaked at $72M in Q3 2020. 585 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Allworth Financial held 156,234 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $5.23M as of Q2 2026.
  • Allworth Financial sold 7,376 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $247K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Allworth Financial's portfolio in Q2 2026, its #340 holding.
  • Allworth Financial first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2018 and has held it in 33 quarters since.
  • Allworth Financial's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $72M in Q3 2020.
  • 585 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.