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

CreativeOne 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 		$971K Sell
28,948
-1,927
-6% -$65.1K 0.02% 590
2025
Q4 		$1.04M Sell
30,875
-6,977
-18% -$236K 0.03% 537
2025
Q3 		$1.28M Sell
37,852
-6,405
-14% -$216K 0.03% 457
2025
Q2 		$1.49M Buy
44,257
+8,410
+23% +$278K 0.04% 424
2025
Q1 		$1.19M Sell
35,847
-3,886
-10% -$128K 0.04% 428
2024
Q4 		$1.3M Buy
39,733
+10,012
+34% +$331K 0.04% 392
2024
Q3 		$1M Buy
29,721
+7,026
+31% +$233K 0.03% 434
2024
Q2 		$739K Buy
+22,695
New +$735K 0.04% 389
2022
Q1 		– Sell
-10,133
Closed -$366K – 815
2021
Q4 		$366K Buy
+10,133
New +$367K 0.02% 541
2021
Q2 		– Sell
-7,752
Closed -$281K – 694
2021
Q1 		$281K Sell
7,752
-5,633
-42% -$207K 0.02% 465
2020
Q4 		$498K Sell
13,385
-2,168
-14% -$80K 0.04% 292
2020
Q3 		$572K Buy
15,553
+7,755
+99% +$285K 0.08% 157
2020
Q2 		$285K Buy
+7,798
New +$277K 0.04% 198

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

CreativeOne Wealth's SPIB Position: Q1 2026 in Review

CreativeOne Wealth reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 6.2% in Q1 2026, selling an estimated $65.1K and leaving 28,948 shares worth $971K. The position accounts for 0.02% of the portfolio, ranked #590.

CreativeOne Wealth first reported a position in SPIB in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.49M in Q2 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • CreativeOne Wealth held 28,948 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $971K as of Q1 2026.
  • CreativeOne Wealth sold 1,927 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $65.1K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of CreativeOne Wealth's portfolio in Q1 2026, its #590 holding.
  • CreativeOne Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2020 and has held it in 13 quarters since.
  • CreativeOne Wealth's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.49M in Q2 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

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