Edgestream Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Edgestream Partners’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 Q1	–	Sell	-54,705	Closed	-$1.85M	–	1093
2025 Q4	$1.85M	Sell	54,705 -49,398	-47%	-$1.67M	0.05%	557
2025 Q3	$3.53M	Buy	104,103 +12,278	+13%	+$413K	0.1%	372
2025 Q2	$3.08M	Buy	91,825 +45,294	+97%	+$1.5M	0.09%	426
2025 Q1	$1.55M	Sell	46,531 -948	-2%	-$31.3K	0.05%	533
2024 Q4	$1.56M	Buy	47,479 +8,737	+23%	+$289K	0.07%	453
2024 Q3	$1.31M	Sell	38,742 -6,511	-14%	-$216K	0.06%	514
2024 Q2	$1.47M	Buy	+45,253	New	+$1.47M	0.07%	425

Other funds holding SPIB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edgestream Partners's SPIB Position: Q1 2026 in Review

Edgestream Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2026, closing a stake of 54,705 shares — an estimated $1.85M sold.

Edgestream Partners first reported a position in SPIB in Q2 2024 and held it in 7 quarters. The position peaked at $3.53M in Q3 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Edgestream Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Edgestream Partners sold 54,705 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $1.85M.
Edgestream Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2024 and held it in 7 quarters.
Edgestream Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.53M in Q3 2025.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.