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Berger Financial Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Berger Financial Group’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 		– Sell
-6,101
Closed -$206K – 499
2025
Q4 		$206K Sell
6,101
-288
-5% -$9.75K 0.01% 447
2025
Q3 		$217K Sell
6,389
-339
-5% -$11.4K 0.01% 414
2025
Q2 		$226K Sell
6,728
-207
-3% -$6.85K 0.01% 384
2025
Q1 		$231K Sell
6,935
-58
-0.8% -$1.91K 0.02% 381
2024
Q4 		$229K Buy
6,993
+15
+0.2% +$497 0.02% 375
2024
Q3 		$235K Hold
6,978
– – 0.02% 350
2024
Q2 		$227K Hold
6,978
– – 0.02% 337
2024
Q1 		$228K Buy
+6,978
New +$228K 0.02% 328

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $9.05B AUM 13.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $18.1B AUM 24.63% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 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

Berger Financial Group's SPIB Position: Q1 2026 in Review

Berger Financial Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2026, closing a stake of 6,101 shares — an estimated $206K sold.

Berger Financial Group first reported a position in SPIB in Q1 2024 and held it in 8 quarters. The position peaked at $235K in Q3 2024. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Berger Financial Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Berger Financial Group sold 6,101 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $206K.
  • Berger Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and held it in 8 quarters.
  • Berger Financial Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $235K in Q3 2024.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.