FWA
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Flagship Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Flagship Wealth 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 		$3.36K Buy
+100
New +$3.38K ﹤0.01% 326
2025
Q3 		– Sell
-100
Closed -$3.36K – 435
2025
Q2 		$3.36K Buy
+100
New +$3.31K ﹤0.01% 342

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
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
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
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flagship Wealth Advisors's SPIB Position: Q1 2026 in Review

Flagship Wealth Advisors opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2026: 100 shares worth $3.36K. The stake represents ﹤0.01% of the portfolio and ranks #326 among its holdings. This is a return to the name: Flagship Wealth Advisors previously reported a position in SPIB as recently as Q2 2025.

Flagship Wealth Advisors first reported a position in SPIB in Q2 2025 and has held it in 2 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Flagship Wealth Advisors held 100 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $3.36K as of Q1 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Flagship Wealth Advisors position in Q1 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #326 holding.
  • Flagship Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.