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Beacon Pointe Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Beacon Pointe Advisors’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 		$1.73M Buy
51,494
+22,756
+79% +$769K 0.01% 785
2025
Q4 		$972K Sell
28,738
-1,322
-4% -$44.8K 0.01% 842
2025
Q3 		$1.02M Buy
30,060
+8,576
+40% +$289K 0.01% 752
2025
Q2 		$721K Hold
21,484
– – 0.01% 777
2025
Q1 		$714K Sell
21,484
-713
-3% -$23.5K 0.01% 730
2024
Q4 		$727K Hold
22,197
– – 0.01% 721
2024
Q3 		$748K Sell
22,197
-255
-1% -$8.47K 0.01% 714
2024
Q2 		$731K Sell
22,452
-602
-3% -$19.5K 0.01% 742
2024
Q1 		$754K Sell
23,054
-404
-2% -$13.2K 0.01% 770
2023
Q4 		$770K Sell
23,458
-1,663
-7% -$52.8K 0.01% 749
2023
Q3 		$790K Buy
25,121
+1,704
+7% +$54.3K 0.01% 703
2023
Q2 		$752K Sell
23,417
-7,769
-25% -$251K 0.01% 602
2023
Q1 		$1.01M Buy
+31,186
New +$1.01M 0.02% 543
2022
Q2 		– Sell
-15,084
Closed -$515K – 1202
2022
Q1 		$515K Buy
+15,084
New +$528K 0.01% 801
2021
Q3 		– Sell
-6,181
Closed -$227K – 967
2021
Q2 		$227K Buy
+6,181
New +$226K 0.01% 755
2021
Q1 		– Sell
-6,319
Closed -$236K – 576
2020
Q4 		$236K Sell
6,319
-7,453
-54% -$275K 0.02% 429
2020
Q3 		$506K Buy
+13,772
New +$507K 0.05% 230

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
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
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
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Pointe Advisors's SPIB Position: Q1 2026 in Review

Beacon Pointe Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 79% in Q1 2026, buying an estimated $769K and bringing the position to 51,494 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #785.

Beacon Pointe Advisors first reported a position in SPIB in Q3 2020 and has held it in 17 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Beacon Pointe Advisors held 51,494 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.73M as of Q1 2026.
  • Beacon Pointe Advisors bought 22,756 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $769K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #785 holding.
  • Beacon Pointe Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2020 and has held it in 17 quarters since.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.