Center for Financial Planning’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Center for Financial Planning’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	$8.67K	Hold	259	–	–	﹤0.01%	513
2026 Q1	$8.69K	Hold	259	–	–	﹤0.01%	509
2025 Q4	$8.76K	Hold	259	–	–	﹤0.01%	509
2025 Q3	$8.78K	Hold	259	–	–	﹤0.01%	503
2025 Q2	$8.7K	Hold	259	–	–	﹤0.01%	473
2025 Q1	$8.61K	Hold	259	–	–	﹤0.01%	486
2024 Q4	$8.48K	Hold	259	–	–	﹤0.01%	441
2024 Q3	$8.73K	Hold	259	–	–	﹤0.01%	414
2024 Q2	$8.43K	Hold	259	–	–	﹤0.01%	413
2024 Q1	$8.47K	Hold	259	–	–	﹤0.01%	423
2023 Q4	$8.5K	Hold	259	–	–	﹤0.01%	386
2023 Q3	$8.15K	Hold	259	–	–	﹤0.01%	378
2023 Q2	$8.32K	Hold	259	–	–	﹤0.01%	398
2023 Q1	$8.41K	Hold	259	–	–	﹤0.01%	375
2022 Q4	$8.24K	Hold	259	–	–	﹤0.01%	378
2022 Q3	$8K	Hold	259	–	–	﹤0.01%	385
2022 Q2	$8K	Hold	259	–	–	﹤0.01%	384
2022 Q1	$9K	Hold	259	–	–	﹤0.01%	385
2021 Q4	$9K	Hold	259	–	–	﹤0.01%	394
2021 Q3	$9K	Hold	259	–	–	﹤0.01%	375
2021 Q2	$10K	Hold	259	–	–	﹤0.01%	368
2021 Q1	$9K	Hold	259	–	–	﹤0.01%	400
2020 Q4	$10K	Hold	259	–	–	﹤0.01%	344
2020 Q3	$10K	Hold	259	–	–	﹤0.01%	308
2020 Q2	$9K	Hold	259	–	–	﹤0.01%	318
2020 Q1	$9K	Hold	259	–	–	﹤0.01%	351
2019 Q4	$9K	Buy	+259	New	+$9.13K	﹤0.01%	322

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

Center for Financial Planning's SPIB Position: Q2 2026 in Review

Center for Financial Planning held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q2 2026 at 259 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Center for Financial Planning first reported a position in SPIB in Q4 2019 and has held it in 27 quarters since. The position peaked at $10K in Q2 2021. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Center for Financial Planning held 259 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $8.67K as of Q2 2026.
Center for Financial Planning left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #513 holding.
Center for Financial Planning first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $10K in Q2 2021.
583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.