Badgley Phelps Wealth Managers’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Badgley Phelps Wealth Managers’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	$267K	Hold	7,948	–	–	0.01%	294
2025 Q4	$269K	Buy	+7,948	New	+$269K	﹤0.01%	290
2022 Q4	–	Sell	-10,667	Closed	-$334K	–	220
2022 Q3	$334K	Buy	10,667 +574	+6%	+$18.7K	0.01%	161
2022 Q2	$329K	Sell	10,093 -1,144,103	-99%	-$37.8M	0.01%	164
2022 Q1	$39.4M	Buy	1,154,196 +152,945	+15%	+$5.35M	1.37%	16
2021 Q4	$36.2M	Buy	1,001,251 +80,127	+9%	+$2.9M	1.18%	24
2021 Q3	$33.6M	Buy	+921,124	New	+$33.9M	1.22%	20

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

Badgley Phelps Wealth Managers's SPIB Position: Q1 2026 in Review

Badgley Phelps Wealth Managers held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q1 2026 at 7,948 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #294.

Badgley Phelps Wealth Managers first reported a position in SPIB in Q3 2021 and has held it in 7 quarters since. The position peaked at $39.4M in Q1 2022. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Badgley Phelps Wealth Managers held 7,948 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $267K as of Q1 2026.
Badgley Phelps Wealth Managers left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #294 holding.
Badgley Phelps Wealth Managers first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2021 and has held it in 7 quarters since.
Badgley Phelps Wealth Managers's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $39.4M in Q1 2022.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.