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 Q3	$265K	Buy	8,204 +256	+3%	+$8.45K	﹤0.01%	308
2026 Q2	$266K	Hold	7,948	–	–	﹤0.01%	306
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

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

Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return

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

EWA

ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 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

Badgley Phelps Wealth Managers's SPIB Position: Q3 2026 in Review

Badgley Phelps Wealth Managers increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 3.2% in Q3 2026, buying an estimated $8.45K and bringing the position to 8,204 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Badgley Phelps Wealth Managers first reported a position in SPIB in Q3 2021 and has held it in 9 quarters since. The position peaked at $39.4M in Q1 2022. 172 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Badgley Phelps Wealth Managers held 8,204 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $265K as of Q3 2026.
Badgley Phelps Wealth Managers bought 256 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $8.45K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #308 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 9 quarters since.
Badgley Phelps Wealth Managers's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $39.4M in Q1 2022.
172 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.