EFS
SPIB icon

Econ Financial Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond 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
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

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

Econ Financial Services's SPIB Position: Q2 2026 in Review

Econ Financial Services increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.3% in Q2 2026, buying an estimated $12.7K and bringing the position to 29,939 shares worth $1M. The position accounts for 0.47% of the portfolio, ranked #55.

Econ Financial Services first reported a position in SPIB in Q1 2026 and has held it in 2 quarters since. 273 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Econ Financial Services held 29,939 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1M as of Q2 2026.
  • Econ Financial Services bought 380 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $12.7K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.47% of Econ Financial Services's portfolio in Q2 2026, its #55 holding.
  • Econ Financial Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 273 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.