AWA
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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
Q1 		$839K Sell
25,001
-8,860
-26% -$299K 0.06% 226
2025
Q4 		$1.15M Sell
33,861
-3,985
-11% -$135K 0.07% 265
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 		$4.17B 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
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 $18.1B AUM 24.63% 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

Arete Wealth Advisors's SPIB Position: Q1 2026 in Review

Arete Wealth Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 26% in Q1 2026, selling an estimated $299K and leaving 25,001 shares worth $839K. The position accounts for 0.06% of the portfolio, ranked #226.

Arete Wealth Advisors first reported a position in SPIB in Q3 2017 and has held it in 34 quarters since. The position peaked at $4.17B in Q4 2022. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Arete Wealth Advisors held 25,001 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $839K as of Q1 2026.
  • Arete Wealth Advisors sold 8,860 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $299K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.06% of Arete Wealth Advisors's portfolio in Q1 2026, its #226 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 34 quarters since.
  • Arete Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4.17B in Q4 2022.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.