FAP
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Financial Advisory Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Financial Advisory 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 		$511K Buy
15,262
+3,412
+29% +$114K 0.13% 62
2026
Q1 		$397K Buy
11,850
+4,091
+53% +$138K 0.11% 63
2025
Q4 		$262K Buy
7,759
+113
+1% +$3.83K 0.07% 65
2025
Q3 		$259K Buy
7,646
+86
+1% +$2.89K 0.08% 65
2025
Q2 		$254K Buy
7,560
+195
+3% +$6.46K 0.08% 65
2025
Q1 		$245K Buy
7,365
+147
+2% +$4.85K 0.08% 63
2024
Q4 		$236K Buy
7,218
+199
+3% +$6.59K 0.08% 65
2024
Q3 		$237K Buy
7,019
+720
+11% +$23.9K 0.08% 66
2024
Q2 		$205K Buy
+6,299
New +$204K 0.08% 66

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

Financial Advisory Partners's SPIB Position: Q2 2026 in Review

Financial Advisory Partners increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 29% in Q2 2026, buying an estimated $114K and bringing the position to 15,262 shares worth $511K. The position accounts for 0.13% of the portfolio, ranked #62.

Financial Advisory Partners first reported a position in SPIB in Q2 2024 and has held it in 9 quarters since. 582 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Financial Advisory Partners held 15,262 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $511K as of Q2 2026.
  • Financial Advisory Partners bought 3,412 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $114K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.13% of Financial Advisory Partners's portfolio in Q2 2026, its #62 holding.
  • Financial Advisory Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 582 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.