Diversify Advisory Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Diversify Advisory Services’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	$4.72M	Buy	142,398 +126,245	+782%	+$4.23M	0.08%	226
2026 Q1	$541K	Sell	16,153 -139,057	-90%	-$4.7M	0.08%	111
2025 Q4	$5.25M	Buy	155,210 +7,420	+5%	+$251K	0.17%	99
2025 Q3	$4.98M	Buy	147,790 +621	+0.4%	+$20.9K	0.17%	98
2025 Q2	$4.95M	Buy	147,169 +57,302	+64%	+$1.9M	0.19%	90
2025 Q1	$2.99M	Sell	89,867 -97	-0.1%	-$3.2K	0.19%	89
2024 Q4	$2.93M	Buy	89,964 +2,000	+2%	+$66.2K	0.16%	95
2024 Q3	$2.92M	Buy	87,964 +16,164	+23%	+$537K	0.16%	116
2024 Q2	$2.35M	Buy	71,800 +3,308	+5%	+$107K	0.13%	140
2024 Q1	$2.22M	Buy	+68,492	New	+$2.23M	0.13%	150

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 22.96% 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

Diversify Advisory Services's SPIB Position: Q2 2026 in Review

Diversify Advisory Services increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 782% in Q2 2026, buying an estimated $4.23M and bringing the position to 142,398 shares worth $4.72M. The position accounts for 0.08% of the portfolio, ranked #226.

Diversify Advisory Services first reported a position in SPIB in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.25M in Q4 2025. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Diversify Advisory Services held 142,398 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $4.72M as of Q2 2026.
Diversify Advisory Services bought 126,245 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $4.23M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.08% of Diversify Advisory Services's portfolio in Q2 2026, its #226 holding.
Diversify Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Diversify Advisory Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $5.25M in Q4 2025.
583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.