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 Q3	$655K	Sell	20,282 -14,360	-41%	-$474K	0.03%	479
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%	-$9.7K	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Axxcess Wealth Management's SPIB Position: Q3 2026 in Review

Axxcess Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 41% in Q3 2026, selling an estimated $474K and leaving 20,282 shares worth $655K. The position accounts for 0.03% of the portfolio, ranked #479.

Axxcess Wealth Management first reported a position in SPIB in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.59M in Q1 2023. 155 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Axxcess Wealth Management held 20,282 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $655K as of Q3 2026.
Axxcess Wealth Management sold 14,360 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $474K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.03% of Axxcess Wealth Management's portfolio in Q3 2026, its #479 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 19 quarters since.
Axxcess Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.59M in Q1 2023.
155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.