BCWM
SPIB icon

Bartlett & Co Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Bartlett & Co 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
Q1 		$28.4M Buy
847,751
+172,378
+26% +$5.82M 0.36% 58
2025
Q4 		$22.8M Buy
675,373
+109,875
+19% +$3.72M 0.3% 68
2025
Q3 		$19.2M Buy
565,498
+393,948
+230% +$13.3M 0.25% 76
2025
Q2 		$5.76M Sell
171,550
-3,445
-2% -$114K 0.08% 131
2025
Q1 		$5.82M Buy
174,995
+2,275
+1% +$75K 0.09% 130
2024
Q4 		$5.66M Buy
172,720
+10,485
+6% +$347K 0.08% 129
2024
Q3 		$5.47M Sell
162,235
-1,057
-0.6% -$35.1K 0.08% 132
2024
Q2 		$5.32M Sell
163,292
-3,532
-2% -$114K 0.08% 132
2024
Q1 		$5.45M Sell
166,824
-265
-0.2% -$8.64K 0.08% 136
2023
Q4 		$5.49M Buy
167,089
+1,820
+1% +$57.8K 0.09% 132
2023
Q3 		$5.2M Buy
165,269
+1,928
+1% +$61.4K 0.09% 130
2023
Q2 		$5.24M Buy
163,341
+65
+0% +$2.1K 0.09% 132
2023
Q1 		$5.3M Sell
163,276
-4,043
-2% -$130K 0.1% 123
2022
Q4 		$5.33M Buy
167,319
+166,845
+35,199% +$5.28M 0.11% 126
2022
Q3 		$14.8K Sell
474
-1,242
-72% -$40.5K ﹤0.01% 755
2022
Q2 		$56K Buy
1,716
+1,242
+262% +$41.1K ﹤0.01% 555
2022
Q1 		$16.2K Buy
+474
New +$16.6K ﹤0.01% 756
2021
Q4 		– Sell
-474
Closed -$17.3K – 810
2021
Q3 		$17.3K Sell
474
-1,366
-74% -$50.2K ﹤0.01% 651
2021
Q2 		$67.5K Hold
1,840
– – ﹤0.01% 463
2021
Q1 		$66.7K Hold
1,840
– – ﹤0.01% 487
2020
Q4 		$68.4K Sell
1,840
-900
-33% -$33.2K ﹤0.01% 483
2020
Q3 		$101K Buy
2,740
+1,366
+99% +$50.3K ﹤0.01% 383
2020
Q2 		$50.2K Hold
1,374
– – ﹤0.01% 499
2020
Q1 		$46.7K Buy
1,374
+474
+53% +$16.6K ﹤0.01% 478
2019
Q4 		$31.8K Sell
900
-1,603
-64% -$56.5K ﹤0.01% 597
2019
Q3 		$88.3K Hold
2,503
– – ﹤0.01% 407
2019
Q2 		$87.4K Buy
2,503
+1,603
+178% +$55K ﹤0.01% 342
2019
Q1 		$30.8K Hold
900
– – ﹤0.01% 482
2018
Q4 		$29.7K Hold
900
– – ﹤0.01% 478
2018
Q3 		$30K Hold
900
– – ﹤0.01% 498
2018
Q2 		$30K Hold
900
– – ﹤0.01% 487
2018
Q1 		$30.2K Buy
+900
New +$30.4K ﹤0.01% 480

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
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
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
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bartlett & Co Wealth Management's SPIB Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 26% in Q1 2026, buying an estimated $5.82M and bringing the position to 847,751 shares worth $28.4M. The position accounts for 0.36% of the portfolio, ranked #58.

Bartlett & Co Wealth Management first reported a position in SPIB in Q1 2018 and has held it in 32 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Bartlett & Co Wealth Management held 847,751 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $28.4M as of Q1 2026.
  • Bartlett & Co Wealth Management bought 172,378 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $5.82M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.36% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #58 holding.
  • Bartlett & Co Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2018 and has held it in 32 quarters since.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.