ETS
SPIB icon

ESL Trust Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

ESL Trust Services’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 		– Sell
-137
Closed -$4.59K – 272
2026
Q1 		$4.59K Hold
137
– – ﹤0.01% 231
2025
Q4 		$4.63K Buy
+137
New +$4.64K ﹤0.01% 231

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

ESL Trust Services's SPIB Position: Q2 2026 in Review

ESL Trust Services sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026, closing a stake of 137 shares — an estimated $4.59K sold.

ESL Trust Services first reported a position in SPIB in Q4 2025 and held it in 2 quarters. The position peaked at $4.63K in Q4 2025. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • ESL Trust Services reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • ESL Trust Services sold 137 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $4.59K.
  • ESL Trust Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • ESL Trust Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4.63K in Q4 2025.
  • 587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on ESL Trust Services's 13F filing for Q2 2026, filed 13 Aug 2026.