Convergence Financial
SPIB icon

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

Convergence Financial’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
Q3 		$1.35M Buy
+41,742
New +$1.38M 0.19% 93

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Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
McMill Wealth Management
McMill Wealth Management Norfolk, Nebraska $440M AUM 5.3% 1-Year Est. Return
Dodds Wealth
Dodds Wealth Greenwood Village, Colorado $444M AUM 4.86% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Convergence Financial's SPIB Position: Q3 2026 in Review

Convergence Financial opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) in Q3 2026: 41,742 shares worth $1.35M. The stake represents 0.19% of the portfolio and ranks #93 among its holdings.

346 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

  • Convergence Financial held 41,742 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $1.35M as of Q3 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF was a new Convergence Financial position in Q3 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up 0.19% of Convergence Financial's portfolio in Q3 2026, its #93 holding.
  • 346 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.