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

Bogart Wealth LLC’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 		$46.5K Hold
1,391
– – ﹤0.01% 560
2026
Q1 		$46.7K Hold
1,391
– – ﹤0.01% 512
2025
Q4 		$47K Hold
1,391
– – ﹤0.01% 483
2025
Q3 		$47.1K Hold
1,391
– – ﹤0.01% 471
2025
Q2 		$46.7K Hold
1,391
– – ﹤0.01% 460
2025
Q1 		$46.2K Hold
1,391
– – ﹤0.01% 435
2024
Q4 		$45.6K Buy
1,391
+1,299
+1,412% +$43K ﹤0.01% 425
2024
Q3 		$3.1K Hold
92
– – ﹤0.01% 911
2024
Q2 		$3K Buy
+92
New +$2.98K ﹤0.01% 878

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

Bogart Wealth LLC's SPIB Position: Q2 2026 in Review

Bogart Wealth LLC held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q2 2026 at 1,391 shares worth $46.5K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Bogart Wealth LLC first reported a position in SPIB in Q2 2024 and has held it in 9 quarters since. The position peaked at $47.1K in Q3 2025. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Bogart Wealth LLC held 1,391 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $46.5K as of Q2 2026.
  • Bogart Wealth LLC left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #560 holding.
  • Bogart Wealth LLC first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Bogart Wealth LLC's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $47.1K in Q3 2025.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.