Financial Gravity Asset Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Financial Gravity Asset 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 Q1	$19M	Buy	567,434 +29,377	+5%	+$993K	3.39%	8
2025 Q4	$18.2M	Buy	538,057 +34,049	+7%	+$1.15M	3.5%	7
2025 Q3	$17.1M	Buy	+504,008	New	+$17M	3.38%	7
2025 Q1	$15.1M	Buy	+452,773	New	+$14.9M	3.28%	7
2024 Q2	$14.3M	Sell	440,912 -372,160	-46%	-$12.1M	3.56%	6
2024 Q1	$26.6M	Sell	813,072 -4,659,954	-85%	-$152M	3.57%	5
2023 Q4	$102M	Buy	5,473,026 +393,865	+8%	+$12.5M	1.08%	28
2023 Q3	$89.3M	Buy	5,079,161 +4,868,400	+2,310%	+$155M	0.98%	37
2023 Q2	$6.77K	Buy	210,761 +4,702	+2%	+$152K	0.02%	425
2023 Q1	$6.68K	Buy	206,059 +121,949	+145%	+$3.93M	0.21%	101
2022 Q4	$2.68K	Buy	84,110 +284	+0.3%	+$8.98K	0.01%	496
2022 Q3	$2.63K	Sell	83,826 -98,967	-54%	-$3.23M	0.09%	231
2022 Q2	$5.95K	Buy	182,793 +96,294	+111%	+$3.18M	0.19%	109
2022 Q1	$2.96K	Sell	86,499 -49,589	-36%	-$1.74M	0.08%	209
2021 Q4	$4.84K	Buy	136,088 +9,183	+7%	+$333K	0.11%	215
2021 Q3	$4.63M	Sell	126,905 -71,535	-36%	-$2.63M	2.18%	6
2021 Q2	$7.28M	Buy	198,440 +17,189	+9%	+$627K	2.61%	6
2021 Q1	$6.57K	Buy	181,251 +66,351	+58%	+$2.43M	0.13%	127
2020 Q4	$4.27M	Buy	+114,900	New	+$4.24M	3.91%	6
2020 Q2	–	Sell	-26,089	Closed	-$886	–	771
2020 Q1	$886	Buy	+26,089	New	+$915K	﹤0.01%	487
2018 Q3	$8K	Hold	249	–	–	0.01%	630
2018 Q2	$8K	Hold	249	–	–	0.01%	625
2018 Q1	$8K	Buy	+249	New	+$8.4K	0.01%	623

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 $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 $13.4B AUM 18.56% 1-Year Est. Return

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

Financial Gravity Asset Management's SPIB Position: Q1 2026 in Review

Financial Gravity Asset Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 5.5% in Q1 2026, buying an estimated $993K and bringing the position to 567,434 shares worth $19M. The position accounts for 3.39% of the portfolio, ranked #8.

Financial Gravity Asset Management first reported a position in SPIB in Q1 2018 and has held it in 23 quarters since. The position peaked at $102M in Q4 2023. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Financial Gravity Asset Management held 567,434 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $19M as of Q1 2026.
Financial Gravity Asset Management bought 29,377 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $993K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 3.39% of Financial Gravity Asset Management's portfolio in Q1 2026, its #8 holding.
Financial Gravity Asset Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2018 and has held it in 23 quarters since.
Financial Gravity Asset Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $102M in Q4 2023.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.