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

Forza Wealth Management’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	$598K	Hold	18,510	–	–	0.17%	119
2026 Q2	$619K	Hold	18,510	–	–	0.19%	111
2026 Q1	$621K	Hold	18,510	–	–	0.22%	111
2025 Q4	$626K	Hold	18,510	–	–	0.23%	104
2025 Q3	$627K	Hold	18,510	–	–	0.24%	102
2025 Q2	$622K	Hold	18,510	–	–	0.25%	92
2025 Q1	$615K	Hold	18,510	–	–	0.28%	89
2024 Q4	$606K	Hold	18,510	–	–	0.28%	90
2024 Q3	$624K	Hold	18,510	–	–	0.29%	92
2024 Q2	$603K	Hold	18,510	–	–	0.31%	88
2024 Q1	$605K	Hold	18,510	–	–	0.31%	87
2023 Q4	$608K	Sell	18,510 -5,000	-21%	-$159K	0.34%	83
2023 Q3	$739K	Sell	23,510 -15,060	-39%	-$480K	0.38%	80
2023 Q2	$1.24M	Hold	38,570	–	–	0.62%	52
2023 Q1	$1.25M	Hold	38,570	–	–	0.65%	48
2022 Q4	$1.23M	Buy	+38,570	New	+$1.22M	0.81%	38

Other funds holding SPIB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

CTWM

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Forza Wealth Management's SPIB Position: Q3 2026 in Review

Forza Wealth Management held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q3 2026 at 18,510 shares worth $598K. The position accounts for 0.17% of the portfolio, ranked #119.

Forza Wealth Management first reported a position in SPIB in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.25M in Q1 2023. 123 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Forza Wealth Management held 18,510 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $598K as of Q3 2026.
Forza Wealth Management left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.17% of Forza Wealth Management's portfolio in Q3 2026, its #119 holding.
Forza Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
Forza Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.25M in Q1 2023.
123 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.