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

Dynamic Wealth Strategies’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	$2.81M	Sell	86,942 -2,711	-3%	-$89.4K	1.49%	19
2026 Q2	$3M	Buy	89,653 +32,147	+56%	+$1.08M	1.6%	18
2026 Q1	$1.93M	Buy	57,506 +5,736	+11%	+$194K	1.12%	23
2025 Q4	$1.75M	Sell	51,770 -1,997	-4%	-$67.6K	1.04%	23
2025 Q3	$1.82M	Sell	53,767 -2,272	-4%	-$76.4K	1.22%	22
2025 Q2	$1.88M	Sell	56,039 -27,820	-33%	-$921K	1.36%	20
2025 Q1	$2.79M	Sell	83,859 -302	-0.4%	-$10K	2.32%	12
2024 Q4	$2.76M	Buy	84,161 +3,063	+4%	+$101K	2.45%	13
2024 Q3	$2.73M	Buy	81,098 +753	+0.9%	+$25K	2.23%	12
2024 Q2	$2.62M	Buy	80,345 +22,509	+39%	+$729K	2.25%	12
2024 Q1	$1.89M	Buy	57,836 +5,022	+10%	+$164K	1.62%	17
2023 Q4	$1.73M	Buy	+52,814	New	+$1.68M	1.6%	16

Other funds holding SPIB

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

MWA

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

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

CTWM

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return

Dynamic Wealth Strategies's SPIB Position: Q3 2026 in Review

Dynamic Wealth Strategies reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 3% in Q3 2026, selling an estimated $89.4K and leaving 86,942 shares worth $2.81M. The position accounts for 1.49% of the portfolio, ranked #19.

Dynamic Wealth Strategies first reported a position in SPIB in Q4 2023 and has held it in 12 quarters since. The position peaked at $3M in Q2 2026. 102 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Dynamic Wealth Strategies held 86,942 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $2.81M as of Q3 2026.
Dynamic Wealth Strategies sold 2,711 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $89.4K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.49% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #19 holding.
Dynamic Wealth Strategies first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
Dynamic Wealth Strategies's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3M in Q2 2026.
102 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.