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

Flagstone Financial 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 Q3	$372K	Hold	11,531	–	–	0.08%	52
2026 Q2	$386K	Hold	11,531	–	–	0.09%	50
2026 Q1	$387K	Hold	11,531	–	–	0.1%	49
2025 Q4	$390K	Hold	11,531	–	–	0.1%	44
2025 Q3	$391K	Hold	11,531	–	–	0.1%	44
2025 Q2	$387K	Hold	11,531	–	–	0.11%	42
2025 Q1	$383K	Sell	11,531 -4,913	-30%	-$162K	0.12%	39
2024 Q4	$539K	Sell	16,444 -3,738	-19%	-$124K	0.18%	32
2024 Q3	$680K	Hold	20,182	–	–	0.23%	27
2024 Q2	$657K	Sell	20,182 -209,562	-91%	-$6.79M	0.24%	26
2024 Q1	$7.51M	Sell	229,744 -391,721	-63%	-$12.8M	2.9%	12
2023 Q4	$20.4M	Buy	621,465 +43,506	+8%	+$1.38M	8.36%	4
2023 Q3	$18.2M	Buy	577,959 +148,296	+35%	+$4.72M	8.31%	4
2023 Q2	$13.8M	Buy	429,663 +15,392	+4%	+$497K	6.48%	5
2023 Q1	$13.5M	Buy	414,271 +60,717	+17%	+$1.96M	6.72%	5
2022 Q4	$11.3M	Buy	+353,554	New	+$11.2M	6.85%	6

Other funds holding SPIB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

McMill Wealth Management Norfolk, Nebraska $440M AUM 5.3% 1-Year Est. Return

Dodds Wealth Greenwood Village, Colorado $444M AUM 4.86% 1-Year Est. Return

Flagstone Financial Management's SPIB Position: Q3 2026 in Review

Flagstone Financial Management held its State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) position steady in Q3 2026 at 11,531 shares worth $372K. The position accounts for 0.08% of the portfolio, ranked #52.

Flagstone Financial Management first reported a position in SPIB in Q4 2022 and has held it in 16 quarters since. The position peaked at $20.4M in Q4 2023. 394 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Flagstone Financial Management held 11,531 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $372K as of Q3 2026.
Flagstone Financial Management left its State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up 0.08% of Flagstone Financial Management's portfolio in Q3 2026, its #52 holding.
Flagstone Financial Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q4 2022 and has held it in 16 quarters since.
Flagstone Financial Management's State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF position peaked at $20.4M in Q4 2023.
394 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.

Based on Flagstone Financial Management's 13F filing for Q3 2026, filed 5 Nov 2026.