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Elm3 Financial Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Elm3 Financial Group’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 		$362K Buy
+11,212
New +$370K 0.24% 106

Other funds holding SPIB

MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elm3 Financial Group's SPIB Position: Q3 2026 in Review

Elm3 Financial Group opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2026: 11,212 shares worth $362K. The stake represents 0.24% of the portfolio and ranks #106 among its holdings.

15 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

  • Elm3 Financial Group held 11,212 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $362K as of Q3 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Elm3 Financial Group position in Q3 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.24% of Elm3 Financial Group's portfolio in Q3 2026, its #106 holding.
  • 15 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.