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

Evolution Wealth Management’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 		$7.29K Buy
218
+49
+29% +$1.64K ﹤0.01% 633
2026
Q1 		$5.67K Sell
169
-29
-15% -$980 ﹤0.01% 599
2025
Q4 		$6.69K Buy
198
+142
+254% +$4.81K 0.01% 499
2025
Q3 		$1.9K Hold
56
– – ﹤0.01% 513
2025
Q2 		$1.88K Buy
+56
New +$1.85K ﹤0.01% 523

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

Evolution Wealth Management's SPIB Position: Q2 2026 in Review

Evolution Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 29% in Q2 2026, buying an estimated $1.64K and bringing the position to 218 shares worth $7.29K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Evolution Wealth Management first reported a position in SPIB in Q2 2025 and has held it in 5 quarters since. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Evolution Wealth Management held 218 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $7.29K as of Q2 2026.
  • Evolution Wealth Management bought 49 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.64K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #633 holding.
  • Evolution Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2025 and has held it in 5 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 Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.