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

Axxcess 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
Q2 		$1.16M Buy
34,642
+584
+2% +$19.5K 0.02% 497
2026
Q1 		$1.14M Sell
34,058
-10,197
-23% -$345K 0.04% 229
2025
Q4 		$1.5M Sell
44,255
-25,715
-37% -$871K 0.03% 426
2025
Q3 		$2.37M Sell
69,970
-5,177
-7% -$174K 0.05% 278
2025
Q2 		$2.52M Buy
75,147
+16,080
+27% +$532K 0.06% 250
2025
Q1 		$1.96M Sell
59,067
-33,200
-36% -$1.09M 0.05% 270
2024
Q4 		$3.02M Buy
92,267
+32,131
+53% +$1.06M 0.07% 198
2024
Q3 		$2.03M Buy
60,136
+9,714
+19% +$323K 0.05% 263
2024
Q2 		$1.64M Sell
50,422
-25,137
-33% -$814K 0.04% 288
2024
Q1 		$2.47M Buy
75,559
+4,779
+7% +$156K 0.07% 220
2023
Q4 		$2.32M Sell
70,780
-832
-1% -$26.4K 0.07% 221
2023
Q3 		$2.25M Sell
71,612
-306
-0.4% -$9.75K 0.08% 189
2023
Q2 		$2.31M Sell
71,918
-38,521
-35% -$1.24M 0.17% 116
2023
Q1 		$3.59M Sell
110,439
-216
-0.2% -$6.97K 0.27% 80
2022
Q4 		$3.52M Buy
110,655
+99,649
+905% +$3.15M 0.29% 75
2022
Q3 		$345K Buy
+11,006
New +$359K 0.03% 378
2022
Q2 		– Sell
-46,968
Closed -$1.6M – 653
2022
Q1 		$1.6M Buy
46,968
+4,017
+9% +$141K 0.13% 137
2021
Q4 		$1.55M Buy
+42,951
New +$1.56M 0.11% 149

Other funds holding SPIB

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

Axxcess Wealth Management's SPIB Position: Q2 2026 in Review

Axxcess Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.7% in Q2 2026, buying an estimated $19.5K and bringing the position to 34,642 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #497.

Axxcess Wealth Management first reported a position in SPIB in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.59M in Q1 2023. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Axxcess Wealth Management held 34,642 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.16M as of Q2 2026.
  • Axxcess Wealth Management bought 584 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $19.5K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #497 holding.
  • Axxcess Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.59M in Q1 2023.
  • 587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.