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

Brown 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 		$2.24M Buy
+67,060
New +$2.24M 0.78% 32

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
American Family Investments
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 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 $179B AUM 16.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Waverly Advisors
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.9% 1-Year Est. Return

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

Brown Financial Advisors opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) in Q2 2026: 67,060 shares worth $2.24M. The stake represents 0.78% of the portfolio and ranks #32 among its holdings.

596 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Brown Financial Advisors held 67,060 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $2.24M as of Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF was a new Brown Financial Advisors position in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up 0.78% of Brown Financial Advisors's portfolio in Q2 2026, its #32 holding.
  • 596 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.