Forum Private Client Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Forum Private Client Group’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	$8.68M	Buy	259,509 +11,324	+5%	+$379K	2.58%	13
2026 Q1	$8.31M	Buy	248,185 +44,792	+22%	+$1.51M	2.77%	13
2025 Q4	$6.88M	Buy	203,393 +20,504	+11%	+$694K	2.34%	13
2025 Q3	$6.2M	Buy	182,889 +19,104	+12%	+$643K	2.21%	13
2025 Q2	$5.5M	Buy	163,785 +32,807	+25%	+$1.09M	2.12%	13
2025 Q1	$4.35M	Buy	130,978 +6,669	+5%	+$220K	1.89%	17
2024 Q4	$4.07M	Buy	124,309 +5,210	+4%	+$172K	1.81%	18
2024 Q3	$4.01M	Buy	119,099 +7,855	+7%	+$261K	1.78%	17
2024 Q2	$3.62M	Buy	111,244 +9,195	+9%	+$298K	1.72%	18
2024 Q1	$3.34M	Buy	102,049 +10,273	+11%	+$335K	1.61%	18
2023 Q4	$3.01M	Buy	+91,776	New	+$2.92M	1.57%	21
2023 Q3	–	Sell	-87,787	Closed	-$2.82M	–	54
2023 Q2	$2.82M	Buy	87,787 +7,741	+10%	+$250K	1.61%	21
2023 Q1	$2.6M	Buy	80,046 +1,433	+2%	+$46.2K	1.64%	23
2022 Q4	$2.5M	Buy	78,613 +8,441	+12%	+$267K	1.73%	21
2022 Q3	$2.2M	Buy	70,172 +17,229	+33%	+$562K	1.64%	21
2022 Q2	$1.73M	Buy	52,943 +36,214	+216%	+$1.2M	1.26%	23
2022 Q1	$571K	Buy	+16,729	New	+$586K	0.44%	40

Other funds holding SPIB

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Forum Private Client Group's SPIB Position: Q2 2026 in Review

Forum Private Client Group increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4.6% in Q2 2026, buying an estimated $379K and bringing the position to 259,509 shares worth $8.68M. The position accounts for 2.58% of the portfolio, ranked #13.

Forum Private Client Group first reported a position in SPIB in Q1 2022 and has held it in 17 quarters since. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Forum Private Client Group held 259,509 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $8.68M as of Q2 2026.
Forum Private Client Group bought 11,324 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $379K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 2.58% of Forum Private Client Group's portfolio in Q2 2026, its #13 holding.
Forum Private Client Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2022 and has held it in 17 quarters since.
583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.