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

ARQ 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	$8.64M	Buy	260,749 +24,743	+10%	+$828K	1.07%	31
2026 Q1	$7.92M	Buy	236,006 +19,356	+9%	+$654K	1.43%	21
2025 Q4	$7.32M	Buy	+216,650	New	+$7.34M	1.98%	18
2024 Q4	–	Sell	-166,875	Closed	-$5.58M	–	105
2024 Q3	$5.58M	Buy	+166,875	New	+$5.55M	2.11%	16
2024 Q2	–	Sell	-158,278	Closed	-$5.17M	–	87
2024 Q1	$5.17M	Buy	+158,278	New	+$5.16M	2.25%	18

Other funds holding SPIB

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

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

ARQ Wealth Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 10% in Q2 2026, buying an estimated $828K and bringing the position to 260,749 shares worth $8.64M. The position accounts for 1.07% of the portfolio, ranked #31.

ARQ Wealth Advisors first reported a position in SPIB in Q1 2024 and has held it in 5 quarters since. 273 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

ARQ Wealth Advisors held 260,749 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $8.64M as of Q2 2026.
ARQ Wealth Advisors bought 24,743 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $828K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.07% of ARQ Wealth Advisors's portfolio in Q2 2026, its #31 holding.
ARQ Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and has held it in 5 quarters since.
273 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.