DADC
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D.A. Davidson & Co’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

D.A. Davidson & Co’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 		$217M Buy
6,479,879
+410,391
+7% +$13.9M 1.32% 10
2025
Q4 		$205M Buy
6,069,488
+270,696
+5% +$9.17M 1.26% 10
2025
Q3 		$197M Buy
5,798,792
+217,852
+4% +$7.33M 1.26% 11
2025
Q2 		$187M Buy
5,580,940
+95,829
+2% +$3.17M 1.32% 9
2025
Q1 		$182M Buy
5,485,111
+318,826
+6% +$10.5M 1.46% 8
2024
Q4 		$169M Buy
5,166,285
+216,822
+4% +$7.18M 1.38% 9
2024
Q3 		$167M Buy
4,949,463
+63,599
+1% +$2.11M 1.38% 9
2024
Q2 		$159M Buy
4,885,864
+90,702
+2% +$2.94M 1.41% 8
2024
Q1 		$157M Buy
4,795,162
+253,254
+6% +$8.26M 1.41% 9
2023
Q4 		$149M Buy
4,541,908
+69,415
+2% +$2.21M 1.46% 9
2023
Q3 		$141M Buy
4,472,493
+108,440
+2% +$3.45M 1.53% 8
2023
Q2 		$140M Buy
4,364,053
+130,354
+3% +$4.21M 1.48% 8
2023
Q1 		$138M Buy
4,233,699
+151,548
+4% +$4.89M 1.55% 8
2022
Q4 		$130M Buy
+4,082,151
New +$129M 1.53% 9
2019
Q2 		– Sell
-14,363
Closed -$491K – 1129
2019
Q1 		$491K Sell
14,363
-2,016
-12% -$67.7K 0.01% 704
2018
Q4 		$541K Sell
16,379
-2,532
-13% -$83.4K 0.01% 622
2018
Q3 		$630K Buy
+18,911
New +$630K 0.01% 634

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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

D.A. Davidson & Co's SPIB Position: Q1 2026 in Review

D.A. Davidson & Co increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 6.8% in Q1 2026, buying an estimated $13.9M and bringing the position to 6,479,879 shares worth $217M. The position accounts for 1.32% of the portfolio, ranked #10.

D.A. Davidson & Co first reported a position in SPIB in Q3 2018 and has held it in 17 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • D.A. Davidson & Co held 6,479,879 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $217M as of Q1 2026.
  • D.A. Davidson & Co bought 410,391 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $13.9M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.32% of D.A. Davidson & Co's portfolio in Q1 2026, its #10 holding.
  • D.A. Davidson & Co first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2018 and has held it in 17 quarters since.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.