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 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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

Diversified Enterprises's SPIB Position: Q2 2026 in Review

Diversified Enterprises reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.75% in Q2 2026, selling an estimated $1.84K and leaving 7,231 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #372.

Diversified Enterprises first reported a position in SPIB in Q3 2024 and has held it in 8 quarters since. The position peaked at $244K in Q1 2026. 273 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Diversified Enterprises held 7,231 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $242K as of Q2 2026.
Diversified Enterprises sold 55 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.84K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Diversified Enterprises's portfolio in Q2 2026, its #372 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 8 quarters since.
Diversified Enterprises's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $244K in Q1 2026.
273 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.