Appleton Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Appleton Partners’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	$12.2M	Buy	365,813 +24,998	+7%	+$837K	0.75%	36
2026 Q1	$11.4M	Buy	340,815 +35,139	+11%	+$1.19M	0.8%	36
2025 Q4	$10.3M	Buy	305,676 +17,845	+6%	+$604K	0.68%	49
2025 Q3	$9.76M	Buy	287,831 +6,631	+2%	+$223K	0.65%	52
2025 Q2	$9.44M	Buy	281,200 +6,027	+2%	+$200K	0.67%	53
2025 Q1	$9.15M	Buy	275,173 +11,106	+4%	+$366K	0.71%	50
2024 Q4	$8.65M	Buy	264,067 +18,570	+8%	+$615K	0.64%	54
2024 Q3	$8.28M	Buy	245,497 +11,950	+5%	+$397K	0.61%	59
2024 Q2	$7.6M	Buy	233,547 +5,535	+2%	+$179K	0.59%	57
2024 Q1	$7.45M	Sell	228,012 -2,008	-0.9%	-$65.5K	0.58%	58
2023 Q4	$7.55M	Buy	230,020 +10,667	+5%	+$339K	0.61%	53
2023 Q3	$6.9M	Buy	219,353 +14,857	+7%	+$473K	0.61%	50
2023 Q2	$6.57M	Buy	204,496 +7,563	+4%	+$244K	0.55%	51
2023 Q1	$6.4M	Buy	196,933 +4,016	+2%	+$130K	0.57%	50
2022 Q4	$6.14M	Buy	192,917 +3,904	+2%	+$123K	0.58%	50
2022 Q3	$5.92M	Buy	189,013 +6,565	+4%	+$214K	0.59%	48
2022 Q2	$5.95M	Buy	182,448 +3,611	+2%	+$119K	0.56%	52
2022 Q1	$6.11M	Buy	178,837 +3,635	+2%	+$127K	0.5%	56
2021 Q4	$6.33M	Buy	175,202 +12,467	+8%	+$452K	0.48%	58
2021 Q3	$5.94M	Buy	162,735 +6,242	+4%	+$229K	0.49%	57
2021 Q2	$5.74M	Buy	156,493 +11,856	+8%	+$433K	0.49%	60
2021 Q1	$5.24M	Buy	144,637 +10,116	+8%	+$371K	0.49%	57
2020 Q4	$5M	Buy	134,521 +6,940	+5%	+$256K	0.49%	56
2020 Q3	$4.69M	Buy	127,581 +7,077	+6%	+$261K	0.52%	49
2020 Q2	$4.4M	Buy	120,504 +5,230	+5%	+$186K	0.53%	49
2020 Q1	$3.92M	Buy	115,274 +4,256	+4%	+$149K	0.54%	49
2019 Q4	$3.92M	Buy	111,018 +8,405	+8%	+$296K	0.43%	61
2019 Q3	$3.62M	Buy	102,613 +16,605	+19%	+$583K	0.44%	64
2019 Q2	$3M	Buy	86,008 +21,152	+33%	+$726K	0.37%	74
2019 Q1	$2.22M	Buy	64,856 +28,575	+79%	+$960K	0.29%	92
2018 Q4	$1.2M	Buy	+36,281	New	+$1.2M	0.18%	123

Other funds holding SPIB

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Appleton Partners's SPIB Position: Q2 2026 in Review

Appleton Partners increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 7.3% in Q2 2026, buying an estimated $837K and bringing the position to 365,813 shares worth $12.2M. The position accounts for 0.75% of the portfolio, ranked #36.

Appleton Partners first reported a position in SPIB in Q4 2018 and has held it in 31 quarters since. 585 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Appleton Partners held 365,813 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $12.2M as of Q2 2026.
Appleton Partners bought 24,998 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $837K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.75% of Appleton Partners's portfolio in Q2 2026, its #36 holding.
Appleton Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2018 and has held it in 31 quarters since.
585 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.