Edmond de Rothschild Holding’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Edmond de Rothschild Holding’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	$45.1K	Hold	1,346	–	–	﹤0.01%	451
2025 Q4	$45.5K	Hold	1,346	–	–	﹤0.01%	471
2025 Q3	$45.6K	Hold	1,346	–	–	﹤0.01%	475
2025 Q2	$45.2K	Hold	1,346	–	–	﹤0.01%	462
2025 Q1	$44.7K	Hold	1,346	–	–	﹤0.01%	470
2024 Q4	$44.1K	Buy	1,346 +218	+19%	+$7.22K	﹤0.01%	506
2024 Q3	$38K	Hold	1,128	–	–	﹤0.01%	543
2024 Q2	$36.7K	Hold	1,128	–	–	﹤0.01%	575
2024 Q1	$36.9K	Sell	1,128 -1,300	-54%	-$42.4K	﹤0.01%	587
2023 Q4	$79.7K	Hold	2,428	–	–	﹤0.01%	530
2023 Q3	$76.4K	Buy	2,428 +1,128	+87%	+$35.9K	﹤0.01%	522
2023 Q2	$41.7K	Buy	+1,300	New	+$42K	﹤0.01%	590

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

Edmond de Rothschild Holding's SPIB Position: Q1 2026 in Review

Edmond de Rothschild Holding held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q1 2026 at 1,346 shares worth $45.1K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Edmond de Rothschild Holding first reported a position in SPIB in Q2 2023 and has held it in 12 quarters since. The position peaked at $79.7K in Q4 2023. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Edmond de Rothschild Holding held 1,346 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $45.1K as of Q1 2026.
Edmond de Rothschild Holding left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q1 2026, its #451 holding.
Edmond de Rothschild Holding first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
Edmond de Rothschild Holding's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $79.7K in Q4 2023.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.