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 Q2	$10.4K	Buy	311 +35	+13%	+$1.17K	﹤0.01%	280
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 $445B AUM 25.58% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Bay Harbor Wealth Management's SPIB Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 13% in Q2 2026, buying an estimated $1.17K and bringing the position to 311 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Bay Harbor Wealth Management first reported a position in SPIB in Q4 2018 and has held it in 12 quarters since. The position peaked at $2.22M in Q2 2019. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Bay Harbor Wealth Management held 311 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $10.4K as of Q2 2026.
Bay Harbor Wealth Management bought 35 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.17K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #280 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 12 quarters since.
Bay Harbor Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.22M in Q2 2019.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.