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

FDx 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 		$5.6M Sell
167,438
-3,625
-2% -$121K 1.69% 15
2026
Q1 		$5.74M Buy
+171,063
New +$5.78M 1.83% 13
2025
Q4 		– Sell
-187,474
Closed -$6.35M – 161
2025
Q3 		$6.35M Buy
187,474
+2,582
+1% +$86.9K 1.9% 15
2025
Q2 		$6.21M Buy
184,892
+242
+0.1% +$8.01K 1.9% 14
2025
Q1 		$6.14M Sell
184,650
-14,324
-7% -$472K 2% 11
2024
Q4 		$6.52M Sell
198,974
-6,529
-3% -$216K 1.91% 13
2024
Q3 		$6.93M Sell
205,503
-4,156
-2% -$138K 1.89% 11
2024
Q2 		$6.83M Sell
209,659
-2,862
-1% -$92.7K 1.89% 11
2024
Q1 		$6.95M Buy
212,521
+28,217
+15% +$920K 1.05% 20
2023
Q4 		$6.05M Sell
184,304
-15,419
-8% -$490K 0.47% 50
2023
Q3 		$6.28M Sell
199,723
-20,793
-9% -$662K 0.52% 43
2023
Q2 		$7.08M Sell
220,516
-29,729
-12% -$960K 0.39% 65
2023
Q1 		$7.96M Hold
250,245
– – 0.35% 68
2022
Q4 		$7.96M Sell
250,245
-8,058
-3% -$255K 0.35% 68
2022
Q3 		$8.09M Sell
258,303
-16,140
-6% -$526K 0.36% 67
2022
Q2 		$8.96M Buy
+274,443
New +$9.07M 0.34% 66
2019
Q3 		– Sell
-14,387
Closed -$503K – 779
2019
Q2 		$503K Sell
14,387
-2,786
-16% -$95.6K 0.02% 483
2019
Q1 		$587K Buy
+17,173
New +$577K 0.02% 430
2018
Q4 		– Sell
-17,105
Closed -$570K – 782
2018
Q3 		$570K Buy
17,105
+739
+5% +$24.6K 0.02% 485
2018
Q2 		$545K Buy
16,366
+3,241
+25% +$108K 0.02% 515
2018
Q1 		$440K Buy
13,125
+1,999
+18% +$67.4K 0.01% 827
2017
Q4 		$381K Sell
11,126
-1,155
-9% -$39.7K 0.01% 915
2017
Q3 		$424K Buy
12,281
+4,917
+67% +$170K 0.01% 875
2017
Q2 		$253K Sell
7,364
-591
-7% -$20.3K 0.01% 1046
2017
Q1 		$272K Sell
7,955
-3,652
-31% -$124K 0.01% 1007
2016
Q4 		$394K Buy
+11,607
New +$398K 0.01% 854
2014
Q4 		– Sell
-9,117
Closed -$311K – 947
2014
Q3 		$311K Hold
9,117
– – 0.02% 769
2014
Q2 		$314K Hold
9,117
– – 0.02% 765
2014
Q1 		$310K Hold
9,117
– – 0.03% 604
2013
Q4 		$309K Buy
+9,117
New +$308K 0.03% 514

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

FDx Advisors's SPIB Position: Q2 2026 in Review

FDx Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2.1% in Q2 2026, selling an estimated $121K and leaving 167,438 shares worth $5.6M. The position accounts for 1.69% of the portfolio, ranked #15.

FDx Advisors first reported a position in SPIB in Q4 2013 and has held it in 30 quarters since. The position peaked at $8.96M in Q2 2022. 586 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • FDx Advisors held 167,438 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $5.6M as of Q2 2026.
  • FDx Advisors sold 3,625 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $121K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.69% of FDx Advisors's portfolio in Q2 2026, its #15 holding.
  • FDx Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2013 and has held it in 30 quarters since.
  • FDx Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $8.96M in Q2 2022.
  • 586 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on FDx Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.