Balance Wealth
SPIB icon

Balance Wealth’s State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF SPIB Stock Holding History

Balance Wealth’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 		$1K Buy
+31
New +$1.02K ﹤0.01% 834

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
American Family Investments
American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Balance Wealth's SPIB Position: Q3 2026 in Review

Balance Wealth opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) in Q3 2026: 31 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #834 among its holdings.

532 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

  • Balance Wealth held 31 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $1K as of Q3 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF was a new Balance Wealth position in Q3 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #834 holding.
  • 532 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.