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

Envestnet Portfolio Solutions’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	$856K	Buy	25,596 +3,840	+18%	+$129K	﹤0.01%	776
2026 Q1	$730K	Sell	21,756 -61,206	-74%	-$2.07M	﹤0.01%	750
2025 Q4	$2.8M	Sell	82,962 -203,466	-71%	-$6.89M	0.01%	475
2025 Q3	$9.71M	Sell	286,428 -77,383	-21%	-$2.6M	0.04%	236
2025 Q2	$12.2M	Buy	363,811 +444	+0.1%	+$14.7K	0.04%	198
2025 Q1	$12.1M	Buy	363,367 +139,729	+62%	+$4.61M	0.05%	196
2024 Q4	$7.33M	Buy	223,638 +37,521	+20%	+$1.24M	0.02%	315
2024 Q3	$6.27M	Buy	186,117 +39,128	+27%	+$1.3M	0.02%	338
2024 Q2	$4.79M	Buy	146,989 +27,404	+23%	+$888K	0.02%	381
2024 Q1	$3.91M	Sell	119,585 -71,645	-37%	-$2.34M	0.01%	445
2023 Q4	$6.28M	Sell	191,230 -3,474	-2%	-$110K	0.03%	279
2023 Q3	$6.12M	Buy	+194,704	New	+$6.2M	0.03%	265

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Envestnet Portfolio Solutions's SPIB Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 18% in Q2 2026, buying an estimated $129K and bringing the position to 25,596 shares worth $856K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Envestnet Portfolio Solutions first reported a position in SPIB in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.2M in Q2 2025. 590 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Envestnet Portfolio Solutions held 25,596 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $856K as of Q2 2026.
Envestnet Portfolio Solutions bought 3,840 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $129K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #776 holding.
Envestnet Portfolio Solutions first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $12.2M in Q2 2025.
590 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.