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	Buy	440,912 +47,047	+12%	+$1.52M	3.56%	6
2024 Q1	$12.9M	Hold	393,865	–	–	3.64%	4
2023 Q4	$12.9M	Buy	+393,865	New	+$12.5M	3.63%	4
2021 Q3	$4.63M	Sell	126,905 -71,535	-36%	-$2.63M	2.18%	6
2021 Q2	$7.28M	Buy	+198,440	New	+$7.24M	2.61%	6
2020 Q4	$4.27M	Buy	+114,900	New	+$4.24M	3.91%	6
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 $445B AUM 25.58% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $17.2B AUM 24.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 13 quarters since. 576 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 13 quarters since.
576 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.