Arete Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF SPIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $730K | Sell |
22,608
-2,586
| -10% | -$85.3K | 0.05% | 271 |
|
|
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
-3,984
| -11% | -$135K | 0.08% | 226 |
|
|
2025
Q3 | $1.28M | Buy |
37,845
+5,178
| +16% | +$174K | 0.09% | 198 |
|
|
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 | $1.1M | 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
Arete Wealth Advisors's SPIB Position: Q3 2026 in Review
Arete Wealth Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) stake by 10% in Q3 2026, selling an estimated $85.3K and leaving 22,608 shares worth $730K. The position accounts for 0.05% of the portfolio, ranked #271.
Arete Wealth Advisors first reported a position in SPIB in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.64M in Q1 2023. 387 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.
- Arete Wealth Advisors held 22,608 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $730K as of Q3 2026.
- Arete Wealth Advisors sold 2,586 State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF shares in Q3 2026, an estimated $85.3K.
- State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up 0.05% of Arete Wealth Advisors's portfolio in Q3 2026, its #271 holding.
- Arete Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q3 2017 and has held it in 36 quarters since.
- Arete Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF position peaked at $4.64M in Q1 2023.
- 387 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.
Based on Arete Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.