Bay Harbor Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond Index 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 Q3	$11.3K	Buy	349 +38	+12%	+$1.25K	﹤0.01%	290
2026 Q2	$10.4K	Buy	311 +35	+13%	+$1.17K	﹤0.01%	280
2026 Q1	$9.26K	Buy	276 +41	+17%	+$1.38K	﹤0.01%	235
2025 Q4	$7.94K	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 $468B AUM 17.69% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Bay Harbor Wealth Management's SPIB Position: Q3 2026 in Review

Bay Harbor Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) stake by 12% in Q3 2026, buying an estimated $1.25K and bringing the position to 349 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Bay Harbor Wealth Management first reported a position in SPIB in Q4 2018 and has held it in 13 quarters since. The position peaked at $2.22M in Q2 2019. 533 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Bay Harbor Wealth Management held 349 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $11.3K as of Q3 2026.
Bay Harbor Wealth Management bought 38 State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF shares in Q3 2026, an estimated $1.25K.
State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q3 2026, its #290 holding.
Bay Harbor Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q4 2018 and has held it in 13 quarters since.
Bay Harbor Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF position peaked at $2.22M in Q2 2019.
533 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.