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 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

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

E&G Advisors's SPIB Position: Q2 2026 in Review

E&G Advisors held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q2 2026 at 41,796 shares worth $1.4M. The position accounts for 0.27% of the portfolio, ranked #72.

E&G Advisors first reported a position in SPIB in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.21M in Q1 2023. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

E&G Advisors held 41,796 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.4M as of Q2 2026.
E&G Advisors left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.27% of E&G Advisors's portfolio in Q2 2026, its #72 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 15 quarters since.
E&G Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.21M in Q1 2023.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on E&G Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.