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

Atticus Wealth Management’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	-32,799	Closed	-$1.11M	–	198
2025 Q4	$1.11M	Sell	32,799 -246	-0.7%	-$8.33K	0.27%	58
2025 Q3	$1.12M	Buy	33,045 +72	+0.2%	+$2.42K	0.28%	55
2025 Q2	$1.11M	Sell	32,973 -2,004	-6%	-$66.3K	0.3%	47
2025 Q1	$1.16M	Buy	34,977 +2,181	+7%	+$71.9K	0.38%	42
2024 Q4	$1.07M	Sell	32,796 -6,134	-16%	-$203K	0.33%	40
2024 Q3	$1.31M	Buy	38,930 +22,572	+138%	+$750K	0.42%	37
2024 Q2	$533K	Sell	16,358 -1,970	-11%	-$63.8K	0.17%	64
2024 Q1	$599K	Buy	+18,328	New	+$598K	0.2%	63
2023 Q4	–	Sell	-421	Closed	-$13.2K	–	605
2023 Q3	$13.2K	Buy	+421	New	+$13.4K	0.01%	377

Other funds holding SPIB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atticus Wealth Management's SPIB Position: Q1 2026 in Review

Atticus Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2026, closing a stake of 32,799 shares — an estimated $1.11M sold.

Atticus Wealth Management first reported a position in SPIB in Q3 2023 and held it in 9 quarters. The position peaked at $1.31M in Q3 2024. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Atticus Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Atticus Wealth Management sold 32,799 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $1.11M.
Atticus Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2023 and held it in 9 quarters.
Atticus Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.31M in Q3 2024.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Atticus Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.