Corient Private Wealth
SPIB icon

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

Corient Private Wealth’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 		$253K Sell
8,330
-113,964
-93% -$3.85M ﹤0.01% 2418
2025
Q4 		$4.14M Buy
122,294
+56,149
+85% +$1.9M ﹤0.01% 1149
2025
Q3 		$2.24M Buy
66,145
+1,624
+3% +$54.6K ﹤0.01% 1014
2025
Q2 		$2.17M Sell
64,521
-1,009
-2% -$33.4K ﹤0.01% 1012
2025
Q1 		$2.18M Sell
65,530
-2,039
-3% -$67.2K ﹤0.01% 948
2024
Q4 		$2.21M Buy
67,569
+2,134
+3% +$70.6K ﹤0.01% 960
2024
Q3 		$2.21M Sell
65,435
-12,062
-16% -$401K ﹤0.01% 1054
2024
Q2 		$2.52M Buy
77,497
+6,333
+9% +$205K ﹤0.01% 932
2024
Q1 		$2.33M Sell
71,164
-9,896
-12% -$323K ﹤0.01% 956
2023
Q4 		$2.66M Sell
81,060
-12,451
-13% -$396K ﹤0.01% 888
2023
Q3 		$2.94M Sell
93,511
-53,576
-36% -$1.71M 0.01% 782
2023
Q2 		$4.72M Sell
147,087
-11,506
-7% -$372K 0.01% 646
2023
Q1 		$5.15M Buy
158,593
+10,046
+7% +$324K 0.01% 586
2022
Q4 		$4.73M Buy
+148,547
New +$4.7M 0.02% 516

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
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
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
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Private Wealth's SPIB Position: Q1 2026 in Review

Corient Private Wealth reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 93% in Q1 2026, selling an estimated $3.85M and leaving 8,330 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #2418.

Corient Private Wealth first reported a position in SPIB in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.15M in Q1 2023. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Corient Private Wealth held 8,330 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $253K as of Q1 2026.
  • Corient Private Wealth sold 113,964 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $3.85M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2418 holding.
  • Corient Private Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $5.15M in Q1 2023.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.