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

Bullock Wealth Management’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	$7.23K	Buy	217 +2	+0.9%	+$67	﹤0.01%	469
2026 Q1	$7.18K	Sell	215 -146	-40%	-$4.93K	﹤0.01%	460
2025 Q4	$12.2K	Buy	361 +5	+1%	+$169	0.01%	385
2025 Q3	$12.1K	Buy	356 +4	+1%	+$135	0.01%	400
2025 Q2	$11.8K	Buy	352 +4	+1%	+$132	0.01%	375
2025 Q1	$11.5K	Buy	348 +3	+0.9%	+$99	0.01%	361
2024 Q4	$11.3K	Buy	345 +5	+1%	+$166	0.01%	380
2024 Q3	$11.5K	Buy	340 +3	+0.9%	+$100	0.01%	361
2024 Q2	$10.9K	Buy	337 +4	+1%	+$130	0.01%	345
2024 Q1	$10.8K	Buy	+333	New	+$10.9K	0.01%	353

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

Bullock Wealth Management's SPIB Position: Q2 2026 in Review

Bullock Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.93% in Q2 2026, buying an estimated $67 and bringing the position to 217 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Bullock Wealth Management first reported a position in SPIB in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.2K in Q4 2025. 590 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Bullock Wealth Management held 217 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $7.23K as of Q2 2026.
Bullock Wealth Management bought 2 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $67.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #469 holding.
Bullock Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $12.2K in Q4 2025.
590 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.