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

Financial Engines 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 Q1	$4.55M	Sell	135,546 -11,720	-8%	-$396K	0.01%	149
2025 Q4	$4.98M	Buy	147,266 +2,503	+2%	+$84.8K	0.01%	147
2025 Q3	$4.91M	Sell	144,763 -1,715	-1%	-$57.7K	0.01%	149
2025 Q2	$4.92M	Sell	146,478 -15,906	-10%	-$527K	0.01%	146
2025 Q1	$5.4M	Sell	162,384 -15,203	-9%	-$501K	0.01%	127
2024 Q4	$5.82M	Buy	177,587 +4,181	+2%	+$138K	0.01%	129
2024 Q3	$5.85M	Sell	173,406 -330	-0.2%	-$11K	0.01%	117
2024 Q2	$5.66M	Buy	173,736 +19	+0%	+$615	0.01%	111
2024 Q1	$5.68M	Sell	173,717 -4,063	-2%	-$133K	0.01%	106
2023 Q4	$5.84M	Sell	177,780 -391,018	-69%	-$12.4M	0.01%	94
2023 Q3	$17.9M	Sell	568,798 -277,066	-33%	-$8.82M	0.05%	57
2023 Q2	$27.2M	Buy	845,864 +29,964	+4%	+$968K	0.07%	56
2023 Q1	$26.5M	Sell	815,900 -2,124,083	-72%	-$68.5M	0.07%	56
2022 Q4	$93.6M	Buy	2,939,983 +2,222,448	+310%	+$70.3M	0.27%	42
2022 Q3	$22.5M	Buy	717,535 +408,588	+132%	+$13.3M	0.07%	63
2022 Q2	$10.1M	Buy	308,947 +183,941	+147%	+$6.08M	0.03%	74
2022 Q1	$4.27M	Buy	125,006 +83,318	+200%	+$2.92M	0.01%	87
2021 Q4	$1.51M	Buy	41,688 +28,280	+211%	+$1.03M	﹤0.01%	104
2021 Q3	$489K	Buy	13,408 +1,298	+11%	+$47.7K	﹤0.01%	169
2021 Q2	$444K	Buy	12,110 +193	+2%	+$7.04K	﹤0.01%	148
2021 Q1	$432K	Sell	11,917 -402	-3%	-$14.8K	﹤0.01%	170
2020 Q4	$458K	Sell	12,319 -431	-3%	-$15.9K	﹤0.01%	170
2020 Q3	$469K	Sell	12,750 -2,449	-16%	-$90.2K	﹤0.01%	162
2020 Q2	$555K	Buy	15,199 +5,887	+63%	+$209K	﹤0.01%	131
2020 Q1	$317K	Buy	+9,312	New	+$327K	﹤0.01%	130

Other funds holding SPIB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors's SPIB Position: Q1 2026 in Review

Financial Engines Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 8% in Q1 2026, selling an estimated $396K and leaving 135,546 shares worth $4.55M. The position accounts for 0.01% of the portfolio, ranked #149.

Financial Engines Advisors first reported a position in SPIB in Q1 2020 and has held it in 25 quarters since. The position peaked at $93.6M in Q4 2022. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Financial Engines Advisors held 135,546 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $4.55M as of Q1 2026.
Financial Engines Advisors sold 11,720 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $396K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #149 holding.
Financial Engines Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2020 and has held it in 25 quarters since.
Financial Engines Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $93.6M in Q4 2022.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.