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

Concord Wealth Partners’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	$33.7M	Buy	1,008,318 +37,607	+4%	+$1.26M	3.86%	6
2026 Q1	$32.6M	Buy	970,711 +56,989	+6%	+$1.93M	4.23%	6
2025 Q4	$30.9M	Buy	913,722 +37,155	+4%	+$1.26M	4.01%	7
2025 Q3	$29.7M	Buy	876,567 +52,163	+6%	+$1.76M	4.1%	7
2025 Q2	$27.7M	Buy	824,404 +59,141	+8%	+$1.96M	4.04%	5
2025 Q1	$25.4M	Buy	765,263 +28,691	+4%	+$946K	4.18%	4
2024 Q4	$24.1M	Buy	+736,572	New	+$24.4M	3.95%	5
2023 Q4	–	Sell	-10	Closed	-$329	–	1001
2023 Q3	$329	Hold	10	–	–	﹤0.01%	999
2023 Q2	$332	Hold	10	–	–	﹤0.01%	1006
2023 Q1	$333	Hold	10	–	–	﹤0.01%	947
2022 Q4	$325	Buy	+10	New	+$316	﹤0.01%	1181
2022 Q3	–	Sell	-10	Closed	–	–	1001
2022 Q2	$0	Hold	10	–	–	﹤0.01%	1358
2022 Q1	$0	Hold	10	–	–	﹤0.01%	1377
2021 Q4	$0	Buy	+10	New	+$362	﹤0.01%	1343

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

Concord Wealth Partners's SPIB Position: Q2 2026 in Review

Concord Wealth Partners increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 3.9% in Q2 2026, buying an estimated $1.26M and bringing the position to 1,008,318 shares worth $33.7M. The position accounts for 3.86% of the portfolio, ranked #6.

Concord Wealth Partners first reported a position in SPIB in Q4 2021 and has held it in 14 quarters since. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Concord Wealth Partners held 1,008,318 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $33.7M as of Q2 2026.
Concord Wealth Partners bought 37,607 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.26M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 3.86% of Concord Wealth Partners's portfolio in Q2 2026, its #6 holding.
Concord Wealth Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and has held it in 14 quarters since.
583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.