Cresset Asset Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Cresset Asset Management’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	$516K	Hold	15,424	–	–	﹤0.01%	1148
2026 Q1	$517K	Hold	15,424	–	–	﹤0.01%	1056
2025 Q4	$521K	Buy	15,424 +1	+0%	+$34	﹤0.01%	1045
2025 Q3	$523K	Hold	15,423	–	–	﹤0.01%	1006
2025 Q2	$518K	Sell	15,423 -15,368	-50%	-$509K	﹤0.01%	915
2025 Q1	$1.02M	Buy	30,791 +408	+1%	+$13.4K	0.01%	767
2024 Q4	$995K	Buy	30,383 +1	+0%	+$33	﹤0.01%	804
2024 Q3	$1.02M	Sell	30,382 -1,357	-4%	-$45.1K	﹤0.01%	1156
2024 Q2	$1.03M	Buy	31,739 +3,675	+13%	+$119K	﹤0.01%	1045
2024 Q1	$917K	Sell	28,064 -1	-0%	-$33	﹤0.01%	1025
2023 Q4	$921K	Buy	28,065 +1	+0%	+$32	0.01%	925
2023 Q3	$883K	Sell	28,064 -3	-0%	-$96	﹤0.01%	909
2023 Q2	$901K	Buy	28,067 +14,964	+114%	+$483K	﹤0.01%	993
2023 Q1	$426K	Sell	13,103 -1	-0%	-$32	0.01%	534
2022 Q4	$417K	Hold	13,104	–	–	0.01%	457
2022 Q3	$411K	Buy	13,104 +1	+0%	+$33	0.01%	568
2022 Q2	$428K	Hold	13,103	–	–	0.01%	608
2022 Q1	$448K	Hold	13,103	–	–	﹤0.01%	635
2021 Q4	$474K	Hold	13,103	–	–	﹤0.01%	714
2021 Q3	$479K	Hold	13,103	–	–	0.01%	645
2021 Q2	$481K	Hold	13,103	–	–	0.01%	576
2021 Q1	$475K	Hold	13,103	–	–	0.01%	495
2020 Q4	$487K	Hold	13,103	–	–	0.01%	401
2020 Q3	$482K	Buy	+13,103	New	+$482K	0.01%	380

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 22.9% 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

Cresset Asset Management's SPIB Position: Q2 2026 in Review

Cresset Asset Management held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q2 2026 at 15,424 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Cresset Asset Management first reported a position in SPIB in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.03M in Q2 2024. 590 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Cresset Asset Management held 15,424 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $516K as of Q2 2026.
Cresset Asset Management left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1148 holding.
Cresset Asset Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
Cresset Asset Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.03M in Q2 2024.
590 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.