Econ Financial Services
SPIB icon

Econ Financial Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF SPIB Stock Holding History

Econ Financial Services’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 		– Sell
-29,939
Closed -$1M – 111
2026
Q2 		$1M Buy
29,939
+380
+1% +$12.7K 0.47% 55
2026
Q1 		$991K Buy
+29,559
New +$999K 0.46% 60

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Econ Financial Services's SPIB Position: Q3 2026 in Review

Econ Financial Services sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) in Q3 2026, closing a stake of 29,939 shares — an estimated $1M sold.

Econ Financial Services first reported a position in SPIB in Q1 2026 and held it in 2 quarters. The position peaked at $1M in Q2 2026. 485 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

  • Econ Financial Services reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF position as of Q3 2026 after selling out during the quarter.
  • Econ Financial Services sold 29,939 State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF shares in Q3 2026, an estimated $1M.
  • Econ Financial Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q1 2026 and held it in 2 quarters.
  • Econ Financial Services's State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF position peaked at $1M in Q2 2026.
  • 485 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.