Bailard’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Bailard’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	$1.05M	Sell	32,540 -17,072	-34%	-$563K	0.02%	339
2026 Q2	$1.66M	Buy	49,612 +110	+0.2%	+$3.68K	0.03%	281
2026 Q1	$1.66M	Buy	49,502 +7,795	+19%	+$263K	0.04%	252
2025 Q4	$1.41M	Buy	41,707 +752	+2%	+$25.5K	0.03%	274
2025 Q3	$1.39M	Sell	40,955 -16,576	-29%	-$558K	0.03%	285
2025 Q2	$1.93M	Sell	57,531 -29,108	-34%	-$964K	0.05%	247
2025 Q1	$2.88M	Buy	86,639 +18,465	+27%	+$609K	0.07%	190
2024 Q4	$2.23M	Sell	68,174 -68,197	-50%	-$2.26M	0.06%	211
2024 Q3	$4.6M	Buy	136,371 +34,824	+34%	+$1.16M	0.12%	148
2024 Q2	$3.31M	Buy	101,547 +11,370	+13%	+$368K	0.09%	174
2024 Q1	$2.95M	Buy	90,177 +32,190	+56%	+$1.05M	0.08%	190
2023 Q4	$1.9M	Buy	+57,987	New	+$1.84M	0.06%	224

Other funds holding SPIB

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

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

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Bailard's SPIB Position: Q3 2026 in Review

Bailard reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 34% in Q3 2026, selling an estimated $563K and leaving 32,540 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #339.

Bailard first reported a position in SPIB in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.6M in Q3 2024. 123 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Bailard held 32,540 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.05M as of Q3 2026.
Bailard sold 17,072 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $563K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Bailard's portfolio in Q3 2026, its #339 holding.
Bailard first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
Bailard's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4.6M in Q3 2024.
123 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.