Forbes Financial Planning’s State Street SPDR Portfolio Intermediate Term Corporate Bond 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 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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

CAI

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

Forbes Financial Planning's SPIB Position: Q2 2026 in Review

Forbes Financial Planning reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.6% in Q2 2026, selling an estimated $51.1K and leaving 251,705 shares worth $8.42M. The position accounts for 4.52% of the portfolio, ranked #10.

Forbes Financial Planning first reported a position in SPIB in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.49M in Q1 2026. 386 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Forbes Financial Planning held 251,705 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $8.42M as of Q2 2026.
Forbes Financial Planning sold 1,526 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $51.1K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 4.52% of Forbes Financial Planning's portfolio in Q2 2026, its #10 holding.
Forbes Financial Planning first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Forbes Financial Planning's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $8.49M in Q1 2026.
386 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Forbes Financial Planning's 13F filing for Q2 2026, filed 23 Jul 2026.