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

Clearstead 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	$137K	Sell	4,093 -5	-0.1%	-$167	﹤0.01%	1191
2026 Q1	$137K	Buy	4,098 +2,208	+117%	+$74.6K	﹤0.01%	1071
2025 Q4	$63.9K	Hold	1,890	–	–	﹤0.01%	1296
2025 Q3	$64.1K	Hold	1,890	–	–	﹤0.01%	1198
2025 Q2	$63.5K	Hold	1,890	–	–	﹤0.01%	1209
2025 Q1	$62.8K	Hold	1,890	–	–	﹤0.01%	1111
2024 Q4	$61.9K	Sell	1,890 -54	-3%	-$1.79K	﹤0.01%	1121
2024 Q3	$65.5K	Hold	1,944	–	–	﹤0.01%	1144
2024 Q2	$63.3K	Buy	+1,944	New	+$63K	﹤0.01%	1112
2023 Q1	–	Sell	-65	Closed	-$2.07K	–	1430
2022 Q4	$2.07K	Hold	65	–	–	﹤0.01%	1087
2022 Q3	$2K	Hold	65	–	–	﹤0.01%	1100
2022 Q2	$2K	Buy	+65	New	+$2.15K	﹤0.01%	1131
2021 Q4	–	Sell	-5,782	Closed	-$211K	–	1423
2021 Q3	$211K	Buy	5,782 +7	+0.1%	+$257	0.02%	363
2021 Q2	$212K	Buy	+5,775	New	+$211K	0.02%	335

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

Clearstead Advisors's SPIB Position: Q2 2026 in Review

Clearstead Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.12% in Q2 2026, selling an estimated $167 and leaving 4,093 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

Clearstead Advisors first reported a position in SPIB in Q2 2021 and has held it in 14 quarters since. The position peaked at $212K in Q2 2021. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Clearstead Advisors held 4,093 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $137K as of Q2 2026.
Clearstead Advisors sold 5 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $167.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1191 holding.
Clearstead Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2021 and has held it in 14 quarters since.
Clearstead Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $212K 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 Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.