AWA
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Aquire Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Aquire Wealth Advisors’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 		$5.55M Sell
165,882
-20,298
-11% -$679K 1.27% 10
2026
Q1 		$6.24M Sell
186,180
-2,693
-1% -$91K 1.64% 9
2025
Q4 		$6.39M Sell
188,873
-16,481
-8% -$558K 1.66% 9
2025
Q3 		$6.96M Buy
205,354
+2,646
+1% +$89K 1.71% 10
2025
Q2 		$6.81M Buy
202,708
+26,857
+15% +$889K 1.83% 9
2025
Q1 		$5.85M Sell
175,851
-2,277
-1% -$75.1K 1.8% 8
2024
Q4 		$5.84M Buy
178,128
+9,917
+6% +$328K 1.81% 7
2024
Q3 		$5.67M Buy
168,211
+2,934
+2% +$97.5K 1.78% 8
2024
Q2 		$5.38M Buy
165,277
+7,038
+4% +$228K 1.81% 8
2024
Q1 		$5.17M Sell
158,239
-638
-0.4% -$20.8K 1.81% 8
2023
Q4 		$5.22M Buy
158,877
+4,379
+3% +$139K 1.98% 10
2023
Q3 		$4.86M Sell
154,498
-2,783
-2% -$88.6K 2.03% 10
2023
Q2 		$5.05M Buy
157,281
+3,487
+2% +$113K 2.02% 10
2023
Q1 		$5M Buy
153,794
+20,198
+15% +$651K 2.19% 9
2022
Q4 		$4.25M Buy
133,596
+6,040
+5% +$191K 2.12% 14
2022
Q3 		$4M Buy
127,556
+159
+0.1% +$5.18K 2.32% 16
2022
Q2 		$4.16M Buy
127,397
+11,283
+10% +$373K 2.43% 16
2022
Q1 		$3.96M Buy
116,114
+1,967
+2% +$68.9K 2.11% 14
2021
Q4 		$4.13M Buy
+114,147
New +$4.14M 2.16% 15

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

Aquire Wealth Advisors's SPIB Position: Q2 2026 in Review

Aquire Wealth Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 11% in Q2 2026, selling an estimated $679K and leaving 165,882 shares worth $5.55M. The position accounts for 1.27% of the portfolio, ranked #10.

Aquire Wealth Advisors first reported a position in SPIB in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.96M in Q3 2025. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Aquire Wealth Advisors held 165,882 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $5.55M as of Q2 2026.
  • Aquire Wealth Advisors sold 20,298 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $679K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.27% of Aquire Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Aquire Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Aquire Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $6.96M in Q3 2025.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.