Alteri Wealth’s State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF SPIB Stock Holding History

Alteri Wealth’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	$370K	Buy	11,066 +881	+9%	+$29.5K	0.1%	208
2026 Q1	$342K	Buy	10,185 +313	+3%	+$10.6K	0.11%	212
2025 Q4	$334K	Buy	9,872 +556	+6%	+$18.8K	0.11%	212
2025 Q3	$316K	Buy	9,316 +3,296	+55%	+$111K	0.11%	213
2025 Q2	$202K	Buy	+6,020	New	+$199K	0.08%	259

Other funds holding SPIB

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

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.9% 1-Year Est. Return

Alteri Wealth's SPIB Position: Q2 2026 in Review

Alteri Wealth increased its State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) stake by 8.6% in Q2 2026, buying an estimated $29.5K and bringing the position to 11,066 shares worth $370K. The position accounts for 0.1% of the portfolio, ranked #208.

Alteri Wealth first reported a position in SPIB in Q2 2025 and has held it in 5 quarters since. 596 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Alteri Wealth held 11,066 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $370K as of Q2 2026.
Alteri Wealth bought 881 State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF shares in Q2 2026, an estimated $29.5K.
State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up 0.1% of Alteri Wealth's portfolio in Q2 2026, its #208 holding.
Alteri Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q2 2025 and has held it in 5 quarters since.
596 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.