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 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%	-$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 $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

Dynamic Wealth Strategies's SPIB Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 56% in Q2 2026, buying an estimated $1.08M and bringing the position to 89,653 shares worth $3M. The position accounts for 1.6% of the portfolio, ranked #18.

Dynamic Wealth Strategies first reported a position in SPIB in Q4 2023 and has held it in 11 quarters since. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Dynamic Wealth Strategies held 89,653 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $3M as of Q2 2026.
Dynamic Wealth Strategies bought 32,147 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.08M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.6% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #18 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 11 quarters since.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.