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Ascent Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Ascent Group’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 		– Sell
-5,941
Closed -$201K – 794
2025
Q4 		$201K Sell
5,941
-293
-5% -$9.92K 0.01% 722
2025
Q3 		$211K Sell
6,234
-6,706
-52% -$226K 0.01% 697
2025
Q2 		$435K Buy
12,940
+1,457
+13% +$48.2K 0.02% 496
2025
Q1 		$382K Sell
11,483
-4,658
-29% -$154K 0.02% 510
2024
Q4 		$529K Buy
16,141
+8,337
+107% +$276K 0.04% 366
2024
Q3 		$263K Buy
+7,804
New +$259K 0.02% 465
2022
Q1 		– Sell
-15,076
Closed -$537K – 465
2021
Q4 		$537K Buy
+15,076
New +$546K 0.07% 286

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ascent Group's SPIB Position: Q1 2026 in Review

Ascent Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2026, closing a stake of 5,941 shares — an estimated $201K sold.

Ascent Group first reported a position in SPIB in Q4 2021 and held it in 7 quarters. The position peaked at $537K in Q4 2021. 574 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Ascent Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Ascent Group sold 5,941 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $201K.
  • Ascent Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and held it in 7 quarters.
  • Ascent Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $537K in Q4 2021.
  • 574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.