EWA
SPIB icon

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

EP Wealth Advisors’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 		$3.43M Sell
102,411
-907
-0.9% -$30.4K 0.01% 453
2026
Q1 		$3.47M Buy
103,318
+2,747
+3% +$92.8K 0.02% 367
2025
Q4 		$3.4M Buy
+100,571
New +$3.41M 0.02% 343
2025
Q2 		$4M Sell
119,014
-6,065
-5% -$201K 0.03% 296
2025
Q1 		$4.16M Buy
125,079
+14,192
+13% +$468K 0.03% 244
2024
Q4 		$3.63M Buy
110,887
+2,088
+2% +$69.1K 0.03% 260
2024
Q3 		$3.67M Buy
108,799
+33
+0% +$1.1K 0.03% 256
2024
Q2 		$3.54M Sell
108,766
-21,351
-16% -$692K 0.04% 212
2024
Q1 		$4.25M Sell
130,117
-9,648
-7% -$315K 0.05% 186
2023
Q4 		$4.59M Buy
139,765
+134,725
+2,673% +$4.28M 0.06% 170
2023
Q3 		$159K Buy
+5,040
New +$161K ﹤0.01% 691
2022
Q3 		– Sell
-5,616
Closed -$183K – 603
2022
Q2 		$183K Sell
5,616
-6,237
-53% -$206K ﹤0.01% 590
2022
Q1 		$405K Sell
11,853
-196
-2% -$6.86K 0.01% 428
2021
Q4 		$436K Sell
12,049
-8,001
-40% -$290K 0.01% 384
2021
Q3 		$732K Buy
20,050
+6,394
+47% +$235K 0.02% 273
2021
Q2 		$501K Buy
+13,656
New +$499K 0.01% 338
2017
Q2 		– Sell
-8,999
Closed -$307K – 193
2017
Q1 		$307K Buy
+8,999
New +$306K 0.04% 112
2016
Q1 		– Sell
-10,210
Closed -$341K – 163
2015
Q4 		$341K Buy
+10,210
New +$345K 0.06% 114

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

EP Wealth Advisors's SPIB Position: Q2 2026 in Review

EP Wealth Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.88% in Q2 2026, selling an estimated $30.4K and leaving 102,411 shares worth $3.43M. The position accounts for 0.01% of the portfolio, ranked #453.

EP Wealth Advisors first reported a position in SPIB in Q4 2015 and has held it in 18 quarters since. The position peaked at $4.59M in Q4 2023. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • EP Wealth Advisors held 102,411 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $3.43M as of Q2 2026.
  • EP Wealth Advisors sold 907 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $30.4K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #453 holding.
  • EP Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2015 and has held it in 18 quarters since.
  • EP Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4.59M in Q4 2023.
  • 587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.