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ASL Financial’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

ASL Financial’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 		$4.21M Sell
125,717
-242
-0.2% -$8.1K 2.96% 8
2026
Q1 		$4.22M Sell
125,959
-2,675
-2% -$90.4K 3.38% 7
2025
Q4 		$4.35M Buy
+128,634
New +$4.36M 3.42% 7

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AssetMark Inc
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

ASL Financial's SPIB Position: Q2 2026 in Review

ASL Financial reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.19% in Q2 2026, selling an estimated $8.1K and leaving 125,717 shares worth $4.21M. The position accounts for 2.96% of the portfolio, ranked #8.

ASL Financial first reported a position in SPIB in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.35M in Q4 2025. 386 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • ASL Financial held 125,717 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $4.21M as of Q2 2026.
  • ASL Financial sold 242 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $8.1K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 2.96% of ASL Financial's portfolio in Q2 2026, its #8 holding.
  • ASL Financial first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • ASL Financial's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4.35M in Q4 2025.
  • 386 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on ASL Financial's 13F filing for Q2 2026, filed 21 Jul 2026.