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Entelevest’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Entelevest’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 		$3.52M Buy
104,998
+25,320
+32% +$856K 3.52% 5
2025
Q4 		$2.69M Buy
+79,678
New +$2.7M 2.7% 6

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
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
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
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Entelevest's SPIB Position: Q1 2026 in Review

Entelevest increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 32% in Q1 2026, buying an estimated $856K and bringing the position to 104,998 shares worth $3.52M. The position accounts for 3.52% of the portfolio, ranked #5.

Entelevest first reported a position in SPIB in Q4 2025 and has held it in 2 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Entelevest held 104,998 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $3.52M as of Q1 2026.
  • Entelevest bought 25,320 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $856K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 3.52% of Entelevest's portfolio in Q1 2026, its #5 holding.
  • Entelevest first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Entelevest's 13F filing for Q1 2026, filed 5 May 2026.