D.J. St. Germain’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

D.J. St. Germain’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	$29.2M	Sell	869,720 -6,191	-0.7%	-$209K	1.15%	29
2025 Q4	$29.6M	Buy	875,911 +1,471	+0.2%	+$49.8K	1.15%	28
2025 Q3	$29.6M	Buy	874,440 +10,184	+1%	+$343K	1.19%	24
2025 Q2	$29M	Buy	864,256 +34,621	+4%	+$1.15M	1.25%	19
2025 Q1	$27.6M	Buy	829,635 +43,675	+6%	+$1.44M	1.3%	17
2024 Q4	$25.7M	Buy	785,960 +65,428	+9%	+$2.17M	1.17%	17
2024 Q3	$24.3M	Buy	720,532 +16,042	+2%	+$533K	1.12%	22
2024 Q2	$22.9M	Buy	704,490 +14,935	+2%	+$484K	1.11%	22
2024 Q1	$22.5M	Buy	689,555 +48,482	+8%	+$1.58M	1.1%	24
2023 Q4	$21M	Sell	641,073 -38,105	-6%	-$1.21M	1.1%	25
2023 Q3	$21.4M	Sell	679,178 -163,447	-19%	-$5.21M	1.2%	21
2023 Q2	$27.1M	Buy	+842,625	New	+$27.2M	1.43%	16
2022 Q4	$15.7K	Buy	493,636 +201,633	+69%	+$6.38M	0.01%	254
2022 Q3	$9.53M	Hold	292,003	–	–	0.63%	56
2022 Q2	$9.53M	Buy	292,003 +10,076	+4%	+$333K	0.63%	56
2022 Q1	$9.63M	Buy	281,927 +36,675	+15%	+$1.28M	0.54%	59
2021 Q4	$8.87M	Sell	245,252 -6,195	-2%	-$225K	0.49%	61
2021 Q3	$9.18M	Buy	251,447 +142,200	+130%	+$5.23M	0.57%	54
2021 Q2	$4.01M	Buy	+109,247	New	+$3.99M	0.25%	71

Other funds holding SPIB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.J. St. Germain's SPIB Position: Q1 2026 in Review

D.J. St. Germain reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.71% in Q1 2026, selling an estimated $209K and leaving 869,720 shares worth $29.2M. The position accounts for 1.15% of the portfolio, ranked #29.

D.J. St. Germain first reported a position in SPIB in Q2 2021 and has held it in 19 quarters since. The position peaked at $29.6M in Q3 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

D.J. St. Germain held 869,720 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $29.2M as of Q1 2026.
D.J. St. Germain sold 6,191 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $209K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.15% of D.J. St. Germain's portfolio in Q1 2026, its #29 holding.
D.J. St. Germain first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2021 and has held it in 19 quarters since.
D.J. St. Germain's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $29.6M in Q3 2025.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on D.J. St. Germain's 13F filing for Q1 2026, filed 13 Apr 2026.