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 Q3	–	Sell	-6,005	Closed	-$201K	–	28
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

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

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

Dodds Wealth Greenwood Village, Colorado $444M AUM 4.86% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return

BCK Partners's SPIB Position: Q3 2026 in Review

BCK Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2026, closing a stake of 6,005 shares — an estimated $201K sold.

BCK Partners first reported a position in SPIB in Q3 2022 and held it in 14 quarters. The position peaked at $4.16M in Q3 2022. 257 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

BCK Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
BCK Partners sold 6,005 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $201K.
BCK Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2022 and held it in 14 quarters.
BCK Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4.16M in Q3 2022.
257 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on BCK Partners's 13F filing for Q3 2026, filed 23 Oct 2026.