ARQ Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond Index 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 Q3	$8.75M	Buy	271,110 +10,361	+4%	+$342K	1.05%	31
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

McMill Wealth Management Norfolk, Nebraska $440M AUM 5.3% 1-Year Est. Return

Dodds Wealth Greenwood Village, Colorado $444M AUM 4.86% 1-Year Est. Return

ARQ Wealth Advisors's SPIB Position: Q3 2026 in Review

ARQ Wealth Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) stake by 4% in Q3 2026, buying an estimated $342K and bringing the position to 271,110 shares worth $8.75M. The position accounts for 1.05% of the portfolio, ranked #31.

ARQ Wealth Advisors first reported a position in SPIB in Q1 2024 and has held it in 6 quarters since. 387 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

ARQ Wealth Advisors held 271,110 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $8.75M as of Q3 2026.
ARQ Wealth Advisors bought 10,361 State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF shares in Q3 2026, an estimated $342K.
State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up 1.05% of ARQ Wealth Advisors's portfolio in Q3 2026, its #31 holding.
ARQ Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q1 2024 and has held it in 6 quarters since.
387 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.

Based on ARQ Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.