BFA
SPIB icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
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
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
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bragg Financial Advisors's SPIB Position: Q1 2026 in Review

Bragg Financial Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 22% in Q1 2026, buying an estimated $120K and bringing the position to 20,071 shares worth $673K. The position accounts for 0.02% of the portfolio, ranked #248.

Bragg Financial Advisors first reported a position in SPIB in Q4 2024 and has held it in 6 quarters since. The position peaked at $764K in Q1 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Bragg Financial Advisors held 20,071 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $673K as of Q1 2026.
  • Bragg Financial Advisors bought 3,555 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $120K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Bragg Financial Advisors's portfolio in Q1 2026, its #248 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 6 quarters since.
  • Bragg Financial Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $764K in Q1 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.