Blue Trust Inc’s State Street SPDR Portfolio Intermediate Term Corporate Bond Index 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 Q3	–	Sell	-41	Closed	-$1.37K	–	2748
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

McMill Wealth Management Norfolk, Nebraska $440M AUM 5.3% 1-Year Est. Return

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

Blue Trust Inc's SPIB Position: Q3 2026 in Review

Blue Trust Inc sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) in Q3 2026, closing a stake of 41 shares — an estimated $1.37K sold.

Blue Trust Inc first reported a position in SPIB in Q1 2024 and held it in 5 quarters. The position peaked at $305K in Q3 2024. 410 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Blue Trust Inc reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF position as of Q3 2026 after selling out during the quarter.
Blue Trust Inc sold 41 State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF shares in Q3 2026, an estimated $1.37K.
Blue Trust Inc first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q1 2024 and held it in 5 quarters.
Blue Trust Inc's State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF position peaked at $305K in Q3 2024.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.