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

Bragg Financial Advisors’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	$687K	Buy	20,538 +467	+2%	+$15.6K	0.02%	258
2026 Q1	$673K	Buy	20,071 +3,555	+22%	+$120K	0.02%	248
2025 Q4	$558K	Sell	16,516 -2,971	-15%	-$101K	0.02%	257
2025 Q3	$660K	Hold	19,487	–	–	0.02%	244
2025 Q2	$654K	Sell	19,487 -3,485	-15%	-$115K	0.02%	244
2025 Q1	$764K	Hold	22,972	–	–	0.03%	228
2024 Q4	$753K	Buy	+22,972	New	+$760K	0.03%	226

Other funds holding SPIB

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Bragg Financial Advisors's SPIB Position: Q2 2026 in Review

Bragg Financial Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2.3% in Q2 2026, buying an estimated $15.6K and bringing the position to 20,538 shares worth $687K. The position accounts for 0.02% of the portfolio, ranked #258.

Bragg Financial Advisors first reported a position in SPIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $764K in Q1 2025. 590 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Bragg Financial Advisors held 20,538 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $687K as of Q2 2026.
Bragg Financial Advisors bought 467 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $15.6K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Bragg Financial Advisors's portfolio in Q2 2026, its #258 holding.
Bragg Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Bragg Financial Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $764K in Q1 2025.
590 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.