Diversified Enterprises’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Diversified Enterprises’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 Q3	$233K	Hold	7,231	–	–	0.01%	403
2026 Q2	$242K	Sell	7,231 -55	-0.8%	-$1.84K	0.01%	372
2026 Q1	$244K	Buy	7,286 +665	+10%	+$22.5K	0.01%	360
2025 Q4	$224K	Hold	6,621	–	–	0.01%	353
2025 Q3	$224K	Buy	6,621 +3	+0%	+$101	0.02%	291
2025 Q2	$222K	Sell	6,618 -638	-9%	-$21.1K	0.02%	290
2025 Q1	$241K	Sell	7,256 -10	-0.1%	-$330	0.02%	269
2024 Q4	$238K	Buy	7,266 +693	+11%	+$22.9K	0.02%	213
2024 Q3	$222K	Buy	+6,573	New	+$218K	0.02%	218

Other funds holding SPIB

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

EWA

ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return

Diversified Enterprises's SPIB Position: Q3 2026 in Review

Diversified Enterprises held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q3 2026 at 7,231 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #403.

Diversified Enterprises first reported a position in SPIB in Q3 2024 and has held it in 9 quarters since. The position peaked at $244K in Q1 2026. 242 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Diversified Enterprises held 7,231 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $233K as of Q3 2026.
Diversified Enterprises left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Diversified Enterprises's portfolio in Q3 2026, its #403 holding.
Diversified Enterprises first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $244K in Q1 2026.
242 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.