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

Altus Wealth 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 		$669K Sell
20,007
-324
-2% -$10.8K 0.24% 76
2026
Q1 		$682K Buy
20,331
+681
+3% +$23K 0.28% 68
2025
Q4 		$664K Sell
19,650
-3,235
-14% -$110K 0.27% 71
2025
Q3 		$776K Sell
22,885
-408
-2% -$13.7K 0.32% 60
2025
Q2 		$782K Sell
23,293
-1,214
-5% -$40.2K 0.35% 57
2025
Q1 		$815K Sell
24,507
-1,035
-4% -$34.1K 0.38% 52
2024
Q4 		$837K Buy
25,542
+3,058
+14% +$101K 0.37% 57
2024
Q3 		$758K Buy
22,484
+4,954
+28% +$165K 0.32% 65
2024
Q2 		$571K Buy
17,530
+956
+6% +$31K 0.29% 76
2024
Q1 		$542K Buy
+16,574
New +$541K 0.27% 83

Other funds holding SPIB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Altus Wealth Group's SPIB Position: Q2 2026 in Review

Altus Wealth Group reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.6% in Q2 2026, selling an estimated $10.8K and leaving 20,007 shares worth $669K. The position accounts for 0.24% of the portfolio, ranked #76.

Altus Wealth Group first reported a position in SPIB in Q1 2024 and has held it in 10 quarters since. The position peaked at $837K in Q4 2024. 92 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Altus Wealth Group held 20,007 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $669K as of Q2 2026.
  • Altus Wealth Group sold 324 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $10.8K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.24% of Altus Wealth Group's portfolio in Q2 2026, its #76 holding.
  • Altus Wealth Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Altus Wealth Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $837K in Q4 2024.
  • 92 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.