E&G Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

E&G Advisors’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	$1.35M	Sell	41,736 -60	-0.1%	-$1.98K	0.26%	75
2026 Q2	$1.4M	Hold	41,796	–	–	0.27%	72
2026 Q1	$1.4M	Sell	41,796 -200	-0.5%	-$6.76K	0.31%	65
2025 Q4	$1.42M	Sell	41,996 -390	-0.9%	-$13.2K	0.32%	62
2025 Q3	$1.44M	Sell	42,386 -50	-0.1%	-$1.68K	0.33%	60
2025 Q2	$1.42M	Hold	42,436	–	–	0.37%	54
2025 Q1	$1.41M	Sell	42,436 -100	-0.2%	-$3.3K	0.4%	53
2024 Q4	$1.39M	Hold	42,536	–	–	0.38%	56
2024 Q3	$1.43M	Hold	42,536	–	–	0.4%	55
2024 Q2	$1.38M	Hold	42,536	–	–	0.41%	53
2024 Q1	$1.39M	Hold	42,536	–	–	0.44%	50
2023 Q4	$1.4M	Sell	42,536 -22,600	-35%	-$718K	0.49%	45
2023 Q3	$2.05M	Sell	65,136 -2,410	-4%	-$76.8K	0.75%	25
2023 Q2	$2.17M	Sell	67,546 -565	-0.8%	-$18.2K	0.76%	26
2023 Q1	$2.21M	Buy	68,111 +1,030	+2%	+$33.2K	0.82%	23
2022 Q4	$2.14M	Buy	+67,081	New	+$2.12M	0.8%	23

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

E&G Advisors's SPIB Position: Q3 2026 in Review

E&G Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.14% in Q3 2026, selling an estimated $1.98K and leaving 41,736 shares worth $1.35M. The position accounts for 0.26% of the portfolio, ranked #75.

E&G Advisors first reported a position in SPIB in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.21M in Q1 2023. 102 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

E&G Advisors held 41,736 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.35M as of Q3 2026.
E&G Advisors sold 60 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $1.98K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.26% of E&G Advisors's portfolio in Q3 2026, its #75 holding.
E&G Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
E&G Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.21M in Q1 2023.
102 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on E&G Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.