Brinker Capital Investments’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Brinker Capital Investments’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	$7.11M	Sell	212,613 -9,652	-4%	-$323K	0.05%	306
2026 Q1	$7.45M	Sell	222,265 -92,708	-29%	-$3.13M	0.06%	273
2025 Q4	$10.6M	Buy	314,973 +6,251	+2%	+$212K	0.08%	234
2025 Q3	$10.5M	Buy	308,722 +7,712	+3%	+$259K	0.08%	224
2025 Q2	$10.1M	Sell	301,010 -3,933	-1%	-$130K	0.09%	216
2025 Q1	$10.1M	Buy	304,943 +632	+0.2%	+$20.8K	0.1%	195
2024 Q4	$9.97M	Buy	304,311 +9,857	+3%	+$326K	0.1%	197
2024 Q3	$9.93M	Sell	294,454 -946	-0.3%	-$31.4K	0.1%	203
2024 Q2	$9.62M	Buy	295,400 +12,682	+4%	+$411K	0.1%	193
2024 Q1	$9.24M	Sell	282,718 -13,171	-4%	-$430K	0.1%	209
2023 Q4	$9.66M	Sell	295,889 -5,389	-2%	-$171K	0.11%	184
2023 Q3	$9.48M	Buy	301,278 +13,770	+5%	+$439K	0.11%	176
2023 Q2	$9.23M	Sell	287,508 -2,241	-0.8%	-$72.4K	0.1%	204
2023 Q1	$8.97M	Buy	289,749 +276,229	+2,043%	+$8.91M	0.11%	172
2022 Q4	$430K	Hold	13,520	–	–	0.01%	1030
2022 Q3	$423K	Hold	13,520	–	–	0.01%	1006
2022 Q2	$441K	Buy	+13,520	New	+$447K	0.01%	1024
2020 Q1	–	Sell	-259	Closed	-$9K	–	688
2019 Q4	$9K	Buy	+259	New	+$9.13K	﹤0.01%	583
2017 Q4	–	Sell	-2,078	Closed	-$72K	–	591
2017 Q3	$72K	Buy	+2,078	New	+$71.7K	﹤0.01%	331
2016 Q1	–	Sell	-47	Closed	-$2K	–	655
2015 Q4	$2K	Buy	+47	New	+$1.59K	﹤0.01%	470

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 22.96% 1-Year Est. Return

MERSOM

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

Morgan Stanley 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

Brinker Capital Investments's SPIB Position: Q2 2026 in Review

Brinker Capital Investments reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4.3% in Q2 2026, selling an estimated $323K and leaving 212,613 shares worth $7.11M. The position accounts for 0.05% of the portfolio, ranked #306.

Brinker Capital Investments first reported a position in SPIB in Q4 2015 and has held it in 20 quarters since. The position peaked at $10.6M in Q4 2025. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Brinker Capital Investments held 212,613 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $7.11M as of Q2 2026.
Brinker Capital Investments sold 9,652 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $323K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.05% of Brinker Capital Investments's portfolio in Q2 2026, its #306 holding.
Brinker Capital Investments first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2015 and has held it in 20 quarters since.
Brinker Capital Investments's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $10.6M in Q4 2025.
583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.