Concord Asset Management (Virginia)’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Concord Asset Management (Virginia)’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	$32.1M	Buy	956,840 +52,166	+6%	+$1.76M	5.42%	4
2025 Q4	$30.6M	Buy	904,674 +32,063	+4%	+$1.09M	5.3%	6
2025 Q3	$29.6M	Buy	872,611 +48,207	+6%	+$1.62M	5.37%	6
2025 Q2	$27.7M	Buy	824,404 +58,169	+8%	+$1.93M	4.16%	5
2025 Q1	$25.2M	Buy	766,235 +31,534	+4%	+$1.04M	5.56%	4
2024 Q4	$24.1M	Buy	+734,701	New	+$24.3M	5.29%	4

Other funds holding SPIB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concord Asset Management (Virginia)'s SPIB Position: Q1 2026 in Review

Concord Asset Management (Virginia) increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 5.8% in Q1 2026, buying an estimated $1.76M and bringing the position to 956,840 shares worth $32.1M. The position accounts for 5.42% of the portfolio, ranked #4.

Concord Asset Management (Virginia) first reported a position in SPIB in Q4 2024 and has held it in 6 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Concord Asset Management (Virginia) held 956,840 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $32.1M as of Q1 2026.
Concord Asset Management (Virginia) bought 52,166 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $1.76M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 5.42% of Concord Asset Management (Virginia)'s portfolio in Q1 2026, its #4 holding.
Concord Asset Management (Virginia) first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q1 2026, filed 1 May 2026.