EFP
SPIB icon

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

Elser Financial Planning’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 		– Sell
-8,347
Closed -$279K – 137
2026
Q1 		$279K Buy
+8,347
New +$282K 0.01% 109
2025
Q1 		– Sell
-8,347
Closed -$273K – 100
2024
Q4 		$273K Buy
+8,347
New +$276K 0.02% 87
2024
Q3 		– Sell
-8,347
Closed -$272K – 96
2024
Q2 		$272K Buy
+8,347
New +$270K 0.05% 79

Other funds holding SPIB

LPL Financial
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Elser Financial Planning's SPIB Position: Q2 2026 in Review

Elser Financial Planning sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026, closing a stake of 8,347 shares — an estimated $279K sold.

Elser Financial Planning first reported a position in SPIB in Q2 2024 and held it in 3 quarters. The position peaked at $279K in Q1 2026. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Elser Financial Planning reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Elser Financial Planning sold 8,347 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $279K.
  • Elser Financial Planning first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2024 and held it in 3 quarters.
  • Elser Financial Planning's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $279K in Q1 2026.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.