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

Forbes Financial Planning’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	$8.19M	Buy	253,613 +1,908	+0.8%	+$63K	4.49%	10
2026 Q2	$8.42M	Sell	251,705 -1,526	-0.6%	-$51.1K	4.52%	10
2026 Q1	$8.49M	Buy	253,231 +15,083	+6%	+$510K	4.91%	10
2025 Q4	$8.06M	Buy	238,148 +20,552	+9%	+$696K	4.71%	10
2025 Q3	$7.44M	Buy	217,596 +2,884	+1%	+$97K	4.92%	10
2025 Q2	$7.21M	Sell	214,712 -5,456	-2%	-$181K	4.87%	10
2025 Q1	$7.32M	Sell	220,168 -6,214	-3%	-$205K	5.42%	8
2024 Q4	$7.42M	Buy	226,382 +24,079	+12%	+$797K	3.59%	9
2024 Q3	$6.82M	Buy	202,303 +5,481	+3%	+$182K	4.91%	10
2024 Q2	$6.41M	Buy	196,822 +18,363	+10%	+$595K	5.03%	10
2024 Q1	$5.83M	Buy	178,459 +14,116	+9%	+$460K	5.02%	9
2023 Q4	$5.4M	Buy	164,343 +23,524	+17%	+$748K	5.02%	9
2023 Q3	$4.43M	Buy	140,819 +7,721	+6%	+$246K	4.75%	9
2023 Q2	$4.27M	Sell	133,098 -113	-0.1%	-$3.65K	4.12%	12
2023 Q1	$4.33M	Buy	+133,211	New	+$4.3M	4.26%	11

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

American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Forbes Financial Planning's SPIB Position: Q3 2026 in Review

Forbes Financial Planning increased its State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) stake by 0.76% in Q3 2026, buying an estimated $63K and bringing the position to 253,613 shares worth $8.19M. The position accounts for 4.49% of the portfolio, ranked #10.

Forbes Financial Planning first reported a position in SPIB in Q1 2023 and has held it in 15 quarters since. The position peaked at $8.49M in Q1 2026. 533 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Forbes Financial Planning held 253,613 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $8.19M as of Q3 2026.
Forbes Financial Planning bought 1,908 State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF shares in Q3 2026, an estimated $63K.
State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up 4.49% of Forbes Financial Planning's portfolio in Q3 2026, its #10 holding.
Forbes Financial Planning first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q1 2023 and has held it in 15 quarters since.
Forbes Financial Planning's State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF position peaked at $8.49M in Q1 2026.
533 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.

Based on Forbes Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.