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

ERTS 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
Q1 		$38.4M Buy
1,144,665
+256,947
+29% +$8.68M 12.21% 2
2025
Q4 		$30M Buy
887,718
+35,842
+4% +$1.21M 9.42% 4
2025
Q3 		$28.9M Buy
851,876
+42,621
+5% +$1.43M 9.32% 4
2025
Q2 		$27.2M Sell
809,255
-543,577
-40% -$18M 9.37% 4
2025
Q1 		$45M Sell
1,352,832
-14,136
-1% -$466K 8.74% 5
2024
Q4 		$44.8M Buy
1,366,968
+36,873
+3% +$1.22M 8.45% 5
2024
Q3 		$44.8M Buy
1,330,095
+45,848
+4% +$1.52M 8.39% 5
2024
Q2 		$41.8M Buy
1,284,247
+77,619
+6% +$2.51M 8.41% 4
2024
Q1 		$39.4M Buy
1,206,628
+143,328
+13% +$4.68M 8.05% 4
2023
Q4 		$34.9M Sell
1,063,300
-43,093
-4% -$1.37M 7.53% 5
2023
Q3 		$34.8M Buy
1,106,393
+27,719
+3% +$883K 8.38% 5
2023
Q2 		$34.6M Buy
1,078,674
+31,101
+3% +$1M 8.07% 5
2023
Q1 		$34M Buy
1,047,573
+282,392
+37% +$9.11M 8.25% 4
2022
Q4 		$24.4M Buy
765,181
+160,691
+27% +$5.08M 6.31% 6
2022
Q3 		$18.9M Buy
604,490
+147,683
+32% +$4.81M 5.31% 7
2022
Q2 		$14.9M Sell
456,807
-7,243
-2% -$239K 4.23% 9
2022
Q1 		$15.8M Buy
464,050
+15,618
+3% +$547K 4.44% 10
2021
Q4 		$16.2M Buy
448,432
+262,809
+142% +$9.53M 3.87% 11
2021
Q3 		$15.2M Sell
185,623
-486,667
-72% -$17.9M 3.99% 11
2021
Q2 		$24.7M Buy
672,290
+105,370
+19% +$3.85M 6.67% 5
2021
Q1 		$20.6M Sell
566,920
-60,290
-10% -$2.21M 6.09% 8
2020
Q4 		$23.3M Buy
627,210
+5,503
+0.9% +$203K 7.57% 5
2020
Q3 		$22.9M Buy
621,707
+162,181
+35% +$5.97M 8.6% 3
2020
Q2 		$16.8M Buy
459,526
+84,345
+22% +$3M 6.78% 5
2020
Q1 		$12.8M Buy
+375,181
New +$13.2M 6.18% 5

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

ERTS Wealth Advisors's SPIB Position: Q1 2026 in Review

ERTS Wealth Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 29% in Q1 2026, buying an estimated $8.68M and bringing the position to 1,144,665 shares worth $38.4M. The position accounts for 12.21% of the portfolio, ranked #2.

ERTS Wealth Advisors first reported a position in SPIB in Q1 2020 and has held it in 25 quarters since. The position peaked at $45M in Q1 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • ERTS Wealth Advisors held 1,144,665 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $38.4M as of Q1 2026.
  • ERTS Wealth Advisors bought 256,947 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $8.68M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 12.21% of ERTS Wealth Advisors's portfolio in Q1 2026, its #2 holding.
  • ERTS Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • ERTS Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $45M in Q1 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on ERTS Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.