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

Arkadios 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	$1.84M	Sell	54,972 -3,936	-7%	-$132K	0.03%	564
2026 Q1	$1.98M	Buy	+58,908	New	+$1.99M	0.03%	511
2021 Q4	–	Sell	-325	Closed	-$11K	–	1611
2021 Q3	$11K	Sell	325 -128	-28%	-$4.71K	﹤0.01%	1421
2021 Q2	$16K	Hold	453	–	–	﹤0.01%	1387
2021 Q1	$16K	Buy	453 +326	+257%	+$12K	﹤0.01%	1051
2020 Q4	$4K	Buy	+127	New	+$4.69K	﹤0.01%	1170

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

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

Arkadios Wealth Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 6.7% in Q2 2026, selling an estimated $132K and leaving 54,972 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #564.

Arkadios Wealth Advisors first reported a position in SPIB in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.98M in Q1 2026. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Arkadios Wealth Advisors held 54,972 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.84M as of Q2 2026.
Arkadios Wealth Advisors sold 3,936 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $132K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #564 holding.
Arkadios Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2020 and has held it in 6 quarters since.
Arkadios Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.98M in Q1 2026.
583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.