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

Dodds Wealth’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 		$58.4M Buy
1,745,184
+69,371
+4% +$2.32M 13.13% 2
2026
Q1 		$56.2M Buy
1,675,813
+86,155
+5% +$2.91M 13.8% 2
2025
Q4 		$53.7M Buy
1,589,658
+33,410
+2% +$1.13M 13.18% 2
2025
Q3 		$52.7M Buy
1,556,248
+76,326
+5% +$2.57M 13.06% 2
2025
Q2 		$49.7M Buy
1,479,922
+57,762
+4% +$1.91M 13.33% 2
2025
Q1 		$47.3M Buy
1,422,160
+30,922
+2% +$1.02M 15.41% 1
2024
Q4 		$45.6M Buy
1,391,238
+53,828
+4% +$1.78M 14.68% 2
2024
Q3 		$44.6M Buy
1,337,410
+32,562
+2% +$1.08M 14.85% 2
2024
Q2 		$42.6M Buy
1,304,848
+36,623
+3% +$1.19M 16.64% 2
2024
Q1 		$41.5M Buy
1,268,225
+759,703
+149% +$24.8M 16.86% 2
2023
Q4 		$16.7M Buy
+508,522
New +$16.2M 8.56% 4

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

Dodds Wealth's SPIB Position: Q2 2026 in Review

Dodds Wealth increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4.1% in Q2 2026, buying an estimated $2.32M and bringing the position to 1,745,184 shares worth $58.4M. The position accounts for 13.13% of the portfolio, ranked #2.

Dodds Wealth first reported a position in SPIB in Q4 2023 and has held it in 11 quarters since. 582 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Dodds Wealth held 1,745,184 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $58.4M as of Q2 2026.
  • Dodds Wealth bought 69,371 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $2.32M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 13.13% of Dodds Wealth's portfolio in Q2 2026, its #2 holding.
  • Dodds Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 582 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Dodds Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.