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 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%	-$9.96K	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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dynamic Wealth Strategies's SPIB Position: Q1 2026 in Review

Dynamic Wealth Strategies increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 11% in Q1 2026, buying an estimated $194K and bringing the position to 57,506 shares worth $1.93M. The position accounts for 1.12% of the portfolio, ranked #23.

Dynamic Wealth Strategies first reported a position in SPIB in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.79M in Q1 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Dynamic Wealth Strategies held 57,506 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.93M as of Q1 2026.
Dynamic Wealth Strategies bought 5,736 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $194K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.12% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #23 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 10 quarters since.
Dynamic Wealth Strategies's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.79M in Q1 2025.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.