Flagstone Financial Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond 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 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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

Flagstone Financial Management's SPIB Position: Q2 2026 in Review

Flagstone Financial Management held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q2 2026 at 11,531 shares worth $386K. The position accounts for 0.09% of the portfolio, ranked #50.

Flagstone Financial Management first reported a position in SPIB in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.4M in Q4 2023. 273 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Flagstone Financial Management held 11,531 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $386K as of Q2 2026.
Flagstone Financial Management left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.09% of Flagstone Financial Management's portfolio in Q2 2026, its #50 holding.
Flagstone Financial Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Flagstone Financial Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $20.4M in Q4 2023.
273 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Flagstone Financial Management's 13F filing for Q2 2026, filed 21 Jul 2026.