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

Financial Gravity Companies’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	$19.3M	Buy	+577,336	New	+$19.3M	3.13%	9
2025 Q2	$16.4M	Buy	+489,280	New	+$16.2M	3.23%	7
2024 Q4	$13.9M	Buy	424,030 +11,560	+3%	+$383K	3.17%	8
2024 Q3	$13.9M	Buy	+412,470	New	+$13.7M	3.72%	8
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

AFI

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Financial Gravity Companies's SPIB Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026: 577,336 shares worth $19.3M. The stake represents 3.13% of the portfolio and ranks #9 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPIB as recently as Q2 2025.

Financial Gravity Companies first reported a position in SPIB in Q1 2018 and has held it in 5 quarters since. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Financial Gravity Companies held 577,336 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $19.3M as of Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Financial Gravity Companies position in Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 3.13% of Financial Gravity Companies's portfolio in Q2 2026, its #9 holding.
Financial Gravity Companies first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2018 and has held it in 5 quarters since.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.