Compass Financial Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Compass Financial Services’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 Q1	–	Sell	-38	Closed	-$1.28K	–	236
2025 Q4	$1.28K	Buy	38 +1	+3%	+$34	﹤0.01%	273
2025 Q3	$1.27K	Hold	37	–	–	﹤0.01%	281
2025 Q2	$1.24K	Hold	37	–	–	﹤0.01%	277
2025 Q1	$1.21K	Buy	+37	New	+$1.22K	﹤0.01%	272

Other funds holding SPIB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MERSOM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Compass Financial Services's SPIB Position: Q1 2026 in Review

Compass Financial Services sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2026, closing a stake of 38 shares — an estimated $1.28K sold.

Compass Financial Services first reported a position in SPIB in Q1 2025 and held it in 4 quarters. The position peaked at $1.28K in Q4 2025. 575 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Compass Financial Services reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Compass Financial Services sold 38 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $1.28K.
Compass Financial Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2025 and held it in 4 quarters.
Compass Financial Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.28K in Q4 2025.
575 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.