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Blue Trust Inc’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Blue Trust Inc’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 		$1.37K Buy
+41
New +$1.37K ﹤0.01% 2244
2025
Q2 		– Sell
-11
Closed -$366 – 2597
2025
Q1 		$366 Buy
+11
New +$363 ﹤0.01% 2385
2024
Q4 		– Sell
-9,370
Closed -$305K – 2921
2024
Q3 		$305K Buy
9,370
+9,255
+8,048% +$308K ﹤0.01% 668
2024
Q2 		$3.76K Hold
115
– – ﹤0.01% 2284
2024
Q1 		$3.76K Buy
+115
New +$3.75K ﹤0.01% 1690

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $17.2B AUM 24.89% 1-Year Est. Return

Blue Trust Inc's SPIB Position: Q2 2026 in Review

Blue Trust Inc opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026: 41 shares worth $1.37K. The stake represents ﹤0.01% of the portfolio and ranks #2244 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in SPIB as recently as Q1 2025.

Blue Trust Inc first reported a position in SPIB in Q1 2024 and has held it in 5 quarters since. The position peaked at $305K in Q3 2024. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Blue Trust Inc held 41 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.37K as of Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Blue Trust Inc position in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2244 holding.
  • Blue Trust Inc first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and has held it in 5 quarters since.
  • Blue Trust Inc's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $305K in Q3 2024.
  • 587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.