BIP Wealth’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

BIP Wealth’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	$726K	Sell	21,641 -1,043	-5%	-$35.2K	0.03%	238
2025 Q4	$767K	Sell	22,684 -95	-0.4%	-$3.22K	0.03%	239
2025 Q3	$772K	Sell	22,779 -4,571	-17%	-$154K	0.04%	143
2025 Q2	$918K	Sell	27,350 -1,635	-6%	-$54.1K	0.06%	109
2025 Q1	$963K	Sell	28,985 -2,222	-7%	-$73.2K	0.06%	102
2024 Q4	$1.02M	Buy	31,207 +6,964	+29%	+$231K	0.07%	99
2024 Q3	$817K	Sell	24,243 -2,878	-11%	-$95.6K	0.06%	101
2024 Q2	$883K	Sell	27,121 -7,071	-21%	-$229K	0.07%	87
2024 Q1	$1.12M	Sell	34,192 -9,533	-22%	-$311K	0.08%	80
2023 Q4	$1.44M	Sell	43,725 -4,598	-10%	-$146K	0.11%	68
2023 Q3	$1.52M	Sell	48,323 -14,497	-23%	-$462K	0.14%	62
2023 Q2	$2.02M	Sell	62,820 -17,057	-21%	-$551K	0.17%	54
2023 Q1	$2.6M	Buy	+79,877	New	+$2.58M	0.29%	52

Other funds holding SPIB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIP Wealth's SPIB Position: Q1 2026 in Review

BIP Wealth reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4.6% in Q1 2026, selling an estimated $35.2K and leaving 21,641 shares worth $726K. The position accounts for 0.03% of the portfolio, ranked #238.

BIP Wealth first reported a position in SPIB in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.6M in Q1 2023. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

BIP Wealth held 21,641 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $726K as of Q1 2026.
BIP Wealth sold 1,043 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $35.2K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.03% of BIP Wealth's portfolio in Q1 2026, its #238 holding.
BIP Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
BIP Wealth's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.6M in Q1 2023.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.