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Ashton Thomas Private Wealth’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Ashton Thomas Private Wealth’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 		$527K Sell
15,721
-149
-0.9% -$5.04K 0.01% 706
2025
Q4 		$537K Buy
15,870
+266
+2% +$9.01K 0.01% 642
2025
Q3 		$529K Buy
15,604
+1,035
+7% +$34.8K 0.01% 635
2025
Q2 		$489K Sell
14,569
-342
-2% -$11.3K 0.02% 587
2025
Q1 		$496K Sell
14,911
-790
-5% -$26K 0.02% 552
2024
Q4 		$514K Buy
+15,701
New +$520K 0.02% 529
2024
Q3 		– Sell
-2,121
Closed -$69.1K – 1661
2024
Q2 		$69.1K Buy
+2,121
New +$68.7K ﹤0.01% 834
2023
Q1 		– Sell
-8,582
Closed -$273K – 519
2022
Q4 		$273K Hold
8,582
– – 0.03% 413
2022
Q3 		$269K Sell
8,582
-1,394
-14% -$45.4K 0.03% 398
2022
Q2 		$326K Sell
9,976
-1,629
-14% -$53.9K 0.04% 366
2022
Q1 		$396K Sell
11,605
-1,032
-8% -$36.1K 0.03% 371
2021
Q4 		$457K Sell
12,637
-45
-0.4% -$1.63K 0.04% 336
2021
Q3 		$463K Sell
12,682
-3,187
-20% -$117K 0.07% 261
2021
Q2 		$582K Sell
15,869
-3,784
-19% -$138K 0.09% 231
2021
Q1 		$712K Sell
19,653
-2,832
-13% -$104K 0.12% 188
2020
Q4 		$836K Buy
22,485
+3,139
+16% +$116K 0.16% 166
2020
Q3 		$711K Buy
+19,346
New +$712K 0.18% 139

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ashton Thomas Private Wealth's SPIB Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.94% in Q1 2026, selling an estimated $5.04K and leaving 15,721 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #706.

Ashton Thomas Private Wealth first reported a position in SPIB in Q3 2020 and has held it in 17 quarters since. The position peaked at $836K in Q4 2020. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Ashton Thomas Private Wealth held 15,721 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $527K as of Q1 2026.
  • Ashton Thomas Private Wealth sold 149 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $5.04K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #706 holding.
  • Ashton Thomas Private Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2020 and has held it in 17 quarters since.
  • Ashton Thomas Private Wealth's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $836K in Q4 2020.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.