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 Q2	$4.66M	Buy	+139,285	New	+$4.66M	0.14%	266
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 $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

Edgestream Partners's SPIB Position: Q2 2026 in Review

Edgestream Partners opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026: 139,285 shares worth $4.66M. The stake represents 0.14% of the portfolio and ranks #266 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in SPIB as recently as Q4 2025.

Edgestream Partners first reported a position in SPIB in Q2 2024 and has held it in 8 quarters since. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Edgestream Partners held 139,285 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $4.66M as of Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Edgestream Partners position in Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.14% of Edgestream Partners's portfolio in Q2 2026, its #266 holding.
Edgestream Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.