Bay Harbor Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Bay Harbor 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	$9.26K	Buy	276 +41	+17%	+$1.39K	﹤0.01%	235
2025 Q4	$7.95K	Buy	+235	New	+$7.96K	﹤0.01%	206
2021 Q4	–	Sell	-37	Closed	-$1K	–	204
2021 Q3	$1K	Sell	37 -1,115	-97%	-$41K	﹤0.01%	207
2021 Q2	$42K	Sell	1,152 -4,563	-80%	-$167K	0.02%	138
2021 Q1	$207K	Sell	5,715 -8,267	-59%	-$303K	0.09%	55
2020 Q4	$520K	Sell	13,982 -6,810	-33%	-$251K	0.24%	39
2020 Q3	$764K	Sell	20,792 -7,152	-26%	-$263K	0.38%	39
2020 Q2	$1.02M	Buy	+27,944	New	+$994K	0.54%	35
2019 Q3	–	Sell	-63,603	Closed	-$2.22M	–	387
2019 Q2	$2.22M	Sell	63,603 -749	-1%	-$25.7K	1.38%	19
2019 Q1	$2.2M	Buy	64,352 +880	+1%	+$29.6K	1.5%	16
2018 Q4	$2.1M	Buy	+63,472	New	+$2.09M	1.67%	13

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

Bay Harbor Wealth Management's SPIB Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 17% in Q1 2026, buying an estimated $1.39K and bringing the position to 276 shares worth $9.26K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Bay Harbor Wealth Management first reported a position in SPIB in Q4 2018 and has held it in 11 quarters since. The position peaked at $2.22M in Q2 2019. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Bay Harbor Wealth Management held 276 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $9.26K as of Q1 2026.
Bay Harbor Wealth Management bought 41 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $1.39K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #235 holding.
Bay Harbor Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2018 and has held it in 11 quarters since.
Bay Harbor Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.22M in Q2 2019.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.