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SPIB icon

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

Amara 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
Q1 		$415K Buy
12,381
+64
+0.5% +$2.16K 0.29% 30
2025
Q4 		$416K Buy
12,317
+114
+0.9% +$3.86K 0.29% 33
2025
Q3 		$414K Buy
12,203
+75
+0.6% +$2.52K 0.3% 32
2025
Q2 		$407K Buy
12,128
+88
+0.7% +$2.91K 0.36% 28
2025
Q1 		$400K Buy
12,040
+65
+0.5% +$2.14K 0.37% 30
2024
Q4 		$392K Sell
11,975
-7,395
-38% -$245K 0.36% 28
2024
Q3 		$653K Buy
+19,370
New +$644K 0.62% 23

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amara Financial's SPIB Position: Q1 2026 in Review

Amara Financial increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.52% in Q1 2026, buying an estimated $2.16K and bringing the position to 12,381 shares worth $415K. The position accounts for 0.29% of the portfolio, ranked #30.

Amara Financial first reported a position in SPIB in Q3 2024 and has held it in 7 quarters since. The position peaked at $653K in Q3 2024. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Amara Financial held 12,381 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $415K as of Q1 2026.
  • Amara Financial bought 64 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $2.16K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.29% of Amara Financial's portfolio in Q1 2026, its #30 holding.
  • Amara Financial first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Amara Financial's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $653K in Q3 2024.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Amara Financial's 13F filing for Q1 2026, filed 7 May 2026.