Focus Partners Wealth
SPIB icon

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

Focus Partners Wealth’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 		$1.44M Sell
42,933
-1,723
-4% -$58.2K ﹤0.01% 1456
2025
Q4 		$1.51M Buy
+44,656
New +$1.51M ﹤0.01% 1450

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

Focus Partners Wealth's SPIB Position: Q1 2026 in Review

Focus Partners Wealth reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 3.9% in Q1 2026, selling an estimated $58.2K and leaving 42,933 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1456.

Focus Partners Wealth first reported a position in SPIB in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.51M in Q4 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Focus Partners Wealth held 42,933 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.44M as of Q1 2026.
  • Focus Partners Wealth sold 1,723 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $58.2K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1456 holding.
  • Focus Partners Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.51M in Q4 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.