BCK Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

BCK Partners’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	$201K	Hold	6,005	–	–	0.1%	28
2026 Q1	$201K	Hold	6,005	–	–	0.11%	26
2025 Q4	$203K	Hold	6,005	–	–	0.11%	27
2025 Q3	$204K	Hold	6,005	–	–	0.11%	25
2025 Q2	$202K	Buy	+6,005	New	+$199K	0.12%	26
2024 Q4	–	Sell	-8,896	Closed	-$300K	–	30
2024 Q3	$300K	Sell	8,896 -1,991	-18%	-$66.2K	0.14%	27
2024 Q2	$354K	Hold	10,887	–	–	0.18%	23
2024 Q1	$356K	Sell	10,887 -4,056	-27%	-$132K	0.19%	23
2023 Q4	$491K	Sell	14,943 -12,781	-46%	-$406K	0.28%	18
2023 Q3	$872K	Buy	27,724 +6,005	+28%	+$191K	0.54%	13
2023 Q2	$697K	Sell	21,719 -17,797	-45%	-$575K	0.44%	12
2023 Q1	$1.28M	Sell	39,516 -20,002	-34%	-$645K	0.83%	11
2022 Q4	$1.89M	Sell	59,518 -73,285	-55%	-$2.32M	1.28%	10
2022 Q3	$4.16M	Buy	+132,803	New	+$4.33M	3.01%	8

Other funds holding SPIB

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

BCK Partners's SPIB Position: Q2 2026 in Review

BCK Partners held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q2 2026 at 6,005 shares worth $201K. The position accounts for 0.1% of the portfolio, ranked #28.

BCK Partners first reported a position in SPIB in Q3 2022 and has held it in 14 quarters since. The position peaked at $4.16M in Q3 2022. 273 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

BCK Partners held 6,005 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $201K as of Q2 2026.
BCK Partners left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.1% of BCK Partners's portfolio in Q2 2026, its #28 holding.
BCK Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2022 and has held it in 14 quarters since.
BCK Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4.16M in Q3 2022.
273 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on BCK Partners's 13F filing for Q2 2026, filed 20 Jul 2026.