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Focus Partners Advisor Solutions’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Focus Partners Advisor Solutions’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 		$5.1M Sell
152,379
-511
-0.3% -$17.1K 0.04% 185
2026
Q1 		$5.13M Buy
152,890
+140,268
+1,111% +$4.74M 0.05% 166
2025
Q4 		$427K Sell
12,622
-6,495
-34% -$220K 0.01% 768
2025
Q3 		$646K Sell
19,117
-129,882
-87% -$4.37M 0.01% 661
2025
Q2 		$5M Sell
148,999
-1,788
-1% -$59.2K 0.07% 145
2025
Q1 		$5.01M Buy
150,787
+2,961
+2% +$97.6K 0.08% 128
2024
Q4 		$4.84M Buy
147,826
+28,670
+24% +$949K 0.08% 123
2024
Q3 		$4.02M Buy
119,156
+109,623
+1,150% +$3.64M 0.08% 120
2024
Q2 		$310K Hold
9,533
– – 0.01% 478
2024
Q1 		$312K Sell
9,533
-131,926
-93% -$4.3M 0.01% 455
2023
Q4 		$4.64M Sell
141,459
-4,512
-3% -$143K 0.22% 53
2023
Q3 		$4.59M Sell
145,971
-1,633
-1% -$52K 0.22% 52
2023
Q2 		$4.74M Buy
+147,604
New +$4.77M 0.26% 45
2023
Q1 		– Sell
-7,689
Closed -$245K – 385
2022
Q4 		$245K Sell
7,689
-485
-6% -$15.3K 0.02% 289
2022
Q3 		$256K Buy
+8,174
New +$266K 0.02% 336

Other funds holding SPIB

LPL Financial
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Focus Partners Advisor Solutions's SPIB Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.33% in Q2 2026, selling an estimated $17.1K and leaving 152,379 shares worth $5.1M. The position accounts for 0.04% of the portfolio, ranked #185.

Focus Partners Advisor Solutions first reported a position in SPIB in Q3 2022 and has held it in 15 quarters since. The position peaked at $5.13M in Q1 2026. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Focus Partners Advisor Solutions held 152,379 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $5.1M as of Q2 2026.
  • Focus Partners Advisor Solutions sold 511 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $17.1K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.04% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #185 holding.
  • Focus Partners Advisor Solutions first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Focus Partners Advisor Solutions's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $5.13M in Q1 2026.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.