DWM
SPIB icon

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

Diversify Wealth Management’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
+3,339
+2% +$112K 0.08% 226
2026
Q1 		$4.66M Buy
+139,059
New +$4.7M 0.08% 219

Other funds holding SPIB

LPL Financial
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Diversify Wealth Management's SPIB Position: Q2 2026 in Review

Diversify Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2.4% in Q2 2026, buying an estimated $112K and bringing the position to 142,398 shares worth $4.72M. The position accounts for 0.08% of the portfolio, ranked #226.

Diversify Wealth Management first reported a position in SPIB in Q1 2026 and has held it in 2 quarters since. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Diversify Wealth Management held 142,398 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $4.72M as of Q2 2026.
  • Diversify Wealth Management bought 3,339 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $112K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.08% of Diversify Wealth Management's portfolio in Q2 2026, its #226 holding.
  • Diversify Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.