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

Envestnet Asset 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	$405M	Buy	12,100,501 +566,595	+5%	+$19M	0.1%	181
2026 Q1	$387M	Buy	11,533,906 +638,787	+6%	+$21.6M	0.1%	177
2025 Q4	$368M	Buy	10,895,119 +816,754	+8%	+$27.7M	0.11%	166
2025 Q3	$342M	Buy	10,078,365 +270,130	+3%	+$9.09M	0.1%	190
2025 Q2	$329M	Sell	9,808,235 -90,631	-0.9%	-$3M	0.1%	193
2025 Q1	$329M	Buy	9,898,866 +314,420	+3%	+$10.4M	0.11%	175
2024 Q4	$314M	Sell	9,584,446 -518,441	-5%	-$17.2M	0.1%	178
2024 Q3	$341M	Buy	10,102,887 +1,280,831	+15%	+$42.6M	0.11%	169
2024 Q2	$287M	Buy	8,822,056 +688,151	+8%	+$22.3M	0.1%	187
2024 Q1	$266M	Buy	8,133,905 +429,740	+6%	+$14M	0.1%	197
2023 Q4	$253M	Buy	7,704,165 +82,051	+1%	+$2.61M	0.1%	181
2023 Q3	$240M	Buy	7,622,114 +516,829	+7%	+$16.5M	0.11%	174
2023 Q2	$228M	Buy	7,105,285 +188,021	+3%	+$6.07M	0.1%	175
2023 Q1	$225M	Buy	6,917,264 +206,066	+3%	+$6.65M	0.11%	164
2022 Q4	$214M	Buy	6,711,198 +4,123,702	+159%	+$130M	0.11%	170
2022 Q3	$81M	Buy	2,587,496 +102,894	+4%	+$3.35M	0.05%	327
2022 Q2	$81.1M	Sell	2,484,602 -268,619	-10%	-$8.88M	0.05%	332
2022 Q1	$94M	Sell	2,753,221 -134,857	-5%	-$4.72M	0.05%	325
2021 Q4	$104M	Buy	2,888,078 +322,995	+13%	+$11.7M	0.05%	310
2021 Q3	$93.7M	Sell	2,565,083 -56,780	-2%	-$2.09M	0.05%	308
2021 Q2	$96.2M	Buy	2,621,863 +145,182	+6%	+$5.3M	0.05%	291
2021 Q1	$89.8M	Sell	2,476,681 -364,378	-13%	-$13.4M	0.06%	264
2020 Q4	$106M	Buy	2,841,059 +56,077	+2%	+$2.07M	0.08%	191
2020 Q3	$102M	Buy	2,784,982 +128,246	+5%	+$4.72M	0.09%	173
2020 Q2	$97.1M	Buy	2,656,736 +315,473	+13%	+$11.2M	0.09%	170
2020 Q1	$79.6M	Sell	2,341,263 -756,228	-24%	-$26.5M	0.09%	162
2019 Q4	$109M	Buy	3,097,491 +45,012	+1%	+$1.59M	0.12%	140
2019 Q3	$108M	Sell	3,052,479 -270,846	-8%	-$9.5M	0.12%	134
2019 Q2	$116M	Buy	3,323,325 +622,779	+23%	+$21.4M	0.15%	113
2019 Q1	$92.3M	Buy	2,700,546 +132,649	+5%	+$4.46M	0.13%	127
2018 Q4	$84.8M	Buy	2,567,897 +333,335	+15%	+$11M	0.13%	124
2018 Q3	$74.4M	Buy	2,234,562 +204,548	+10%	+$6.81M	0.13%	91
2018 Q2	$67.6M	Buy	2,030,014 +1,547,483	+321%	+$51.5M	0.15%	79
2018 Q1	$16M	Buy	482,531 +68,449	+17%	+$2.31M	0.05%	152
2017 Q4	$14.2M	Buy	414,082 +48,023	+13%	+$1.65M	0.03%	313
2017 Q3	$12.6M	Buy	366,059 +35,815	+11%	+$1.24M	0.03%	326
2017 Q2	$11.4M	Buy	330,244 +4,709	+1%	+$162K	0.03%	341
2017 Q1	$11.1M	Buy	325,535 +614	+0.2%	+$20.9K	0.04%	336
2016 Q4	$11M	Buy	324,921 +50,748	+19%	+$1.74M	0.04%	312
2016 Q3	$9.57M	Buy	274,173 +143,351	+110%	+$5M	0.04%	368
2016 Q2	$4.56M	Buy	130,822 +45,991	+54%	+$1.58M	0.02%	666
2016 Q1	$2.91M	Buy	84,831 +52,555	+163%	+$1.77M	0.01%	808
2015 Q4	$1.08M	Buy	32,276 +1,560	+5%	+$52.7K	﹤0.01%	1245
2015 Q3	$1.04M	Buy	30,716 +8,280	+37%	+$280K	0.01%	1258
2015 Q2	$762K	Buy	22,436 +13,947	+164%	+$478K	﹤0.01%	1530
2015 Q1	$293K	Buy	8,489 +6,584	+346%	+$227K	﹤0.01%	1792
2014 Q4	$65K	Hold	1,905	–	–	﹤0.01%	1313
2014 Q3	$65K	Buy	1,905 +1,838	+2,743%	+$63K	﹤0.01%	1436
2014 Q2	$2K	Hold	67	–	–	﹤0.01%	2516
2014 Q1	$2K	Hold	67	–	–	﹤0.01%	2320
2013 Q4	$2K	Sell	67 -500	-88%	-$16.9K	﹤0.01%	2261
2013 Q3	$19K	Buy	+567	New	+$19K	﹤0.01%	1496

Other funds holding SPIB

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management's SPIB Position: Q2 2026 in Review

Envestnet Asset Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4.9% in Q2 2026, buying an estimated $19M and bringing the position to 12,100,501 shares worth $405M. The position accounts for 0.1% of the portfolio, ranked #181.

Envestnet Asset Management first reported a position in SPIB in Q3 2013 and has held it in 52 quarters since. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Envestnet Asset Management held 12,100,501 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $405M as of Q2 2026.
Envestnet Asset Management bought 566,595 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $19M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.1% of Envestnet Asset Management's portfolio in Q2 2026, its #181 holding.
Envestnet Asset Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2013 and has held it in 52 quarters since.
583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.