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

EverSource 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	$201K	Sell	6,000 -5,952	-50%	-$199K	0.01%	1000
2026 Q1	$401K	Buy	11,952 +5,951	+99%	+$201K	0.01%	704
2025 Q4	$203K	Sell	6,001 -26	-0.4%	-$881	0.01%	939
2025 Q3	$204K	Buy	6,027 +1	+0%	+$34	0.01%	894
2025 Q2	$202K	Buy	6,026 +58	+1%	+$1.92K	0.01%	853
2025 Q1	$198K	Sell	5,968 -53	-0.9%	-$1.75K	0.01%	662
2024 Q4	$197K	Buy	6,021 +53	+0.9%	+$1.75K	0.01%	662
2024 Q3	$201K	Sell	5,968 -812	-12%	-$27K	0.01%	554
2024 Q2	$224K	Buy	6,780 +812	+14%	+$26.3K	0.01%	523
2024 Q1	$192K	Sell	5,968 -227	-4%	-$7.41K	0.02%	504
2023 Q4	$203K	Buy	+6,195	New	+$197K	0.02%	427

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

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

EverSource Wealth Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 50% in Q2 2026, selling an estimated $199K and leaving 6,000 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #1000.

EverSource Wealth Advisors first reported a position in SPIB in Q4 2023 and has held it in 11 quarters since. The position peaked at $401K in Q1 2026. 590 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

EverSource Wealth Advisors held 6,000 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $201K as of Q2 2026.
EverSource Wealth Advisors sold 5,952 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $199K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1000 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $401K in Q1 2026.
590 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.