Empirical Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Empirical Wealth Management’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	$6.67M	Sell	199,330 -3,323	-2%	-$111K	0.1%	130
2026 Q1	$6.8M	Sell	202,653 -3,878	-2%	-$131K	0.12%	124
2025 Q4	$6.98M	Sell	206,531 -6,821	-3%	-$231K	0.12%	119
2025 Q3	$7.23M	Buy	213,352 +4,233	+2%	+$142K	0.14%	112
2025 Q2	$7.02M	Buy	209,119 +6,118	+3%	+$203K	0.16%	108
2025 Q1	$6.75M	Sell	203,001 -25,762	-11%	-$849K	0.17%	107
2024 Q4	$7.49M	Buy	228,763 +23,273	+11%	+$770K	0.2%	98
2024 Q3	$6.93M	Sell	205,490 -20,332	-9%	-$676K	0.19%	99
2024 Q2	$7.35M	Sell	225,822 -38	-0%	-$1.23K	0.22%	87
2024 Q1	$7.38M	Buy	225,860 +2,936	+1%	+$95.8K	0.22%	88
2023 Q4	$7.32M	Buy	222,924 +49,356	+28%	+$1.57M	0.24%	82
2023 Q3	$5.46M	Buy	173,568 +9,149	+6%	+$291K	0.21%	91
2023 Q2	$5.28M	Buy	164,419 +1,523	+0.9%	+$49.2K	0.21%	94
2023 Q1	$5.29M	Sell	162,896 -40,809	-20%	-$1.32M	0.23%	80
2022 Q4	$6.48M	Sell	203,705 -52,484	-20%	-$1.66M	0.31%	66
2022 Q3	$8.02M	Buy	256,189 +88,711	+53%	+$2.89M	0.42%	48
2022 Q2	$5.46M	Buy	167,478 +85,747	+105%	+$2.84M	0.29%	65
2022 Q1	$2.79M	Buy	81,731 +19,032	+30%	+$666K	0.14%	107
2021 Q4	$2.27M	Buy	62,699 +1,606	+3%	+$58.2K	0.11%	120
2021 Q3	$2.23M	Sell	61,093 -6,546	-10%	-$241K	0.13%	104
2021 Q2	$2.48M	Sell	67,639 -10,232	-13%	-$374K	0.15%	92
2021 Q1	$2.82M	Sell	77,871 -5,486	-7%	-$201K	0.23%	74
2020 Q4	$3.1M	Sell	83,357 -394	-0.5%	-$14.5K	0.24%	64
2020 Q3	$3.08M	Buy	83,751 +14,021	+20%	+$516K	0.26%	60
2020 Q2	$2.55M	Buy	69,730 +7,532	+12%	+$268K	0.24%	64
2020 Q1	$2.12M	Buy	62,198 +14,287	+30%	+$501K	0.23%	65
2019 Q4	$1.69M	Buy	47,911 +3,676	+8%	+$130K	0.19%	84
2019 Q3	$1.56M	Sell	44,235 -3,313	-7%	-$116K	0.19%	82
2019 Q2	$1.66M	Sell	47,548 -6,711	-12%	-$230K	0.22%	75
2019 Q1	$1.85M	Buy	54,259 +10,480	+24%	+$352K	0.27%	55
2018 Q4	$1.45M	Buy	43,779 +12,224	+39%	+$403K	0.25%	56
2018 Q3	$1.05M	Buy	31,555 +257	+0.8%	+$8.56K	0.19%	65
2018 Q2	$1.04M	Buy	31,298 +11,585	+59%	+$385K	0.2%	62
2018 Q1	$661K	Sell	19,713 -2,337	-11%	-$78.8K	0.13%	87
2017 Q4	$755K	Hold	22,050	–	–	0.16%	65
2017 Q3	$761K	Hold	22,050	–	–	0.18%	66
2017 Q2	$759K	Sell	22,050 -3,920	-15%	-$135K	0.18%	60
2017 Q1	$886K	Sell	25,970 -7,952	-23%	-$270K	0.22%	50
2016 Q4	$1.15M	Buy	33,922 +1,981	+6%	+$67.9K	0.28%	40
2016 Q3	$1.11M	Hold	31,941	–	–	0.29%	38
2016 Q2	$1.11M	Sell	31,941 -1,200	-4%	-$41.3K	0.29%	42
2016 Q1	$1.14M	Buy	33,141 +8,730	+36%	+$294K	0.27%	45
2015 Q4	$816K	Buy	24,411 +1,921	+9%	+$65K	0.2%	56
2015 Q3	$764K	Sell	22,490 -6,453	-22%	-$219K	0.18%	60
2015 Q2	$983K	Sell	28,943 -52	-0.2%	-$1.78K	0.23%	51
2015 Q1	$1M	Sell	28,995 -4,408	-13%	-$152K	0.24%	50
2014 Q4	$1.14M	Sell	33,403 -197	-0.6%	-$6.75K	0.28%	45
2014 Q3	$1.15M	Sell	33,600 -2,267	-6%	-$77.7K	0.28%	43
2014 Q2	$1.24M	Sell	35,867 -5,171	-13%	-$177K	0.31%	44
2014 Q1	$1.4M	Buy	41,038 +1,755	+4%	+$59.6K	0.37%	38
2013 Q4	$1.32M	Buy	39,283 +8,115	+26%	+$274K	0.37%	37
2013 Q3	$1.05M	Buy	31,168 +252	+0.8%	+$8.45K	0.33%	38
2013 Q2	$1.04M	Buy	+30,916	New	+$1.07M	0.35%	31

Other funds holding SPIB

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Empirical Wealth Management's SPIB Position: Q2 2026 in Review

Empirical Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.6% in Q2 2026, selling an estimated $111K and leaving 199,330 shares worth $6.67M. The position accounts for 0.1% of the portfolio, ranked #130.

Empirical Wealth Management first reported a position in SPIB in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.02M in Q3 2022. 240 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Empirical Wealth Management held 199,330 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $6.67M as of Q2 2026.
Empirical Wealth Management sold 3,323 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $111K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.1% of Empirical Wealth Management's portfolio in Q2 2026, its #130 holding.
Empirical Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2013 and has held it in 53 quarters since.
Empirical Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $8.02M in Q3 2022.
240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.