F4L
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Fortune 45 LLC’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Fortune 45 LLC’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 		$16.6M Buy
495,365
+10,789
+2% +$361K 7.08% 3
2026
Q1 		$16.3M Buy
484,576
+146,444
+43% +$4.95M 7.91% 3
2025
Q4 		$11.4M Buy
338,132
+61,699
+22% +$2.09M 5.47% 3
2025
Q3 		$9.37M Buy
276,433
+34,324
+14% +$1.15M 4.76% 3
2025
Q2 		$8.13M Buy
242,109
+12,455
+5% +$412K 4.68% 3
2025
Q1 		$7.63M Sell
229,654
-74,582
-25% -$2.46M 5% 3
2024
Q4 		$9.97M Sell
304,236
-13,939
-4% -$461K 6.5% 3
2024
Q3 		$10.7M Buy
318,175
+32,466
+11% +$1.08M 7.59% 3
2024
Q2 		$9.3M Buy
285,709
+9,928
+4% +$322K 7.09% 3
2024
Q1 		$9.04M Buy
275,781
+19,849
+8% +$647K 7.42% 3
2023
Q4 		$8.4M Buy
+255,932
New +$8.13M 7.68% 3
2022
Q3 		– Sell
-23,105
Closed -$753K – 53
2022
Q2 		$753K Sell
23,105
-39,791
-63% -$1.32M 0.86% 20
2022
Q1 		$2.15M Sell
62,896
-33,732
-35% -$1.18M 2.02% 11
2021
Q4 		$3.49M Buy
+96,628
New +$3.5M 3.07% 8

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

Fortune 45 LLC's SPIB Position: Q2 2026 in Review

Fortune 45 LLC increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2.2% in Q2 2026, buying an estimated $361K and bringing the position to 495,365 shares worth $16.6M. The position accounts for 7.08% of the portfolio, ranked #3.

Fortune 45 LLC first reported a position in SPIB in Q4 2021 and has held it in 14 quarters since. 582 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Fortune 45 LLC held 495,365 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $16.6M as of Q2 2026.
  • Fortune 45 LLC bought 10,789 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $361K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 7.08% of Fortune 45 LLC's portfolio in Q2 2026, its #3 holding.
  • Fortune 45 LLC first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • 582 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Fortune 45 LLC's 13F filing for Q2 2026, filed 5 Aug 2026.