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

Arete 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	$843K	Buy	25,194 +193	+0.8%	+$6.46K	0.06%	243
2026 Q1	$839K	Sell	25,001 -8,860	-26%	-$299K	0.06%	226
2025 Q4	$1.14M	Sell	33,861 -3,985	-11%	-$135K	0.08%	226
2025 Q3	$1.28M	Buy	37,846 +5,179	+16%	+$174K	0.08%	234
2025 Q2	$1.1M	Sell	32,667 -22,783	-41%	-$754K	0.08%	245
2025 Q1	$1.84M	Buy	55,450 +29,576	+114%	+$975K	0.14%	155
2024 Q4	$848K	Sell	25,874 -6,627	-20%	-$219K	0.06%	281
2024 Q3	$1.09M	Sell	32,501 -23,283	-42%	-$774K	0.09%	214
2024 Q2	$1.82M	Sell	55,784 -6,459	-10%	-$209K	0.15%	140
2024 Q1	$2.03M	Sell	62,243 -9,252	-13%	-$302K	0.19%	127
2023 Q4	$2.35M	Buy	71,495 +30,913	+76%	+$982K	0.18%	124
2023 Q3	$1.28M	Sell	40,582 -63,987	-61%	-$2.04M	0.22%	102
2023 Q2	$3.36M	Sell	104,569 -38,373	-27%	-$1.24M	0.3%	78
2023 Q1	$4.64M	Buy	142,942 +11,911	+9%	+$384K	0.38%	57
2022 Q4	$4.17M	Buy	131,031 +52,046	+66%	+$1.65M	0.36%	57
2022 Q3	$2.47M	Buy	+78,985	New	+$2.57M	0.24%	83
2022 Q2	–	Sell	-66,052	Closed	-$2.26M	–	554
2022 Q1	$2.26M	Buy	66,052 +3,902	+6%	+$137K	0.19%	102
2021 Q4	$2.25M	Sell	62,150 -2,578	-4%	-$93.4K	0.19%	101
2021 Q3	$2.36M	Sell	64,728 -163	-0.3%	-$5.99K	0.26%	84
2021 Q2	$155K	Buy	64,891 +14,194	+28%	+$518K	0.02%	351
2021 Q1	$1.84M	Buy	50,697 +1,570	+3%	+$57.6K	0.24%	96
2020 Q4	$1.82M	Buy	49,127 +12,639	+35%	+$466K	0.26%	87
2020 Q3	$1.34M	Buy	36,488 +7,761	+27%	+$286K	0.2%	118
2020 Q2	$1.05M	Buy	28,727 +28	+0.1%	+$996	0.18%	133
2020 Q1	$976K	Buy	28,699 +4,952	+21%	+$174K	0.19%	121
2019 Q4	$839K	Sell	23,747 -5,183	-18%	-$183K	0.15%	167
2019 Q3	$1.02M	Sell	28,930 -8,384	-22%	-$294K	0.2%	127
2019 Q2	$1.3M	Buy	37,314 +350	+0.9%	+$12K	0.25%	93
2019 Q1	$1.26M	Buy	36,964 +6	+0%	+$202	0.26%	94
2018 Q4	$1.22M	Buy	36,958 +7,089	+24%	+$234K	0.3%	88
2018 Q3	$995K	Buy	29,869 +1,290	+5%	+$43K	0.22%	113
2018 Q2	$951K	Buy	28,579 +3,658	+15%	+$122K	0.23%	115
2018 Q1	$836K	Buy	24,921 +4,459	+22%	+$150K	0.28%	93
2017 Q4	$700K	Buy	20,462 +2,671	+15%	+$91.8K	0.23%	124
2017 Q3	$614K	Buy	+17,791	New	+$614K	0.24%	130

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

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

Arete Wealth Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.77% in Q2 2026, buying an estimated $6.46K and bringing the position to 25,194 shares worth $843K. The position accounts for 0.06% of the portfolio, ranked #243.

Arete Wealth Advisors first reported a position in SPIB in Q3 2017 and has held it in 35 quarters since. The position peaked at $4.64M in Q1 2023. 588 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Arete Wealth Advisors held 25,194 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $843K as of Q2 2026.
Arete Wealth Advisors bought 193 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $6.46K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.06% of Arete Wealth Advisors's portfolio in Q2 2026, its #243 holding.
Arete Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2017 and has held it in 35 quarters since.
Arete Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4.64M in Q1 2023.
588 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.