EWP
SPIB icon

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

Evergreen Wealth Partners’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 		$18.7M Buy
559,513
+9,190
+2% +$308K 11.23% 2
2026
Q1 		$18.5M Buy
550,323
+46,208
+9% +$1.56M 14.1% 2
2025
Q4 		$17M Buy
+504,115
New +$17.1M 14.36% 2

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

Evergreen Wealth Partners's SPIB Position: Q2 2026 in Review

Evergreen Wealth Partners increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.7% in Q2 2026, buying an estimated $308K and bringing the position to 559,513 shares worth $18.7M. The position accounts for 11.23% of the portfolio, ranked #2.

Evergreen Wealth Partners first reported a position in SPIB in Q4 2025 and has held it in 3 quarters since. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Evergreen Wealth Partners held 559,513 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $18.7M as of Q2 2026.
  • Evergreen Wealth Partners bought 9,190 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $308K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 11.23% of Evergreen Wealth Partners's portfolio in Q2 2026, its #2 holding.
  • Evergreen Wealth Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2025 and has held it in 3 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 Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.