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 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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Forza Wealth Management's SPIB Position: Q2 2026 in Review

Forza Wealth Management held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q2 2026 at 18,510 shares worth $619K. The position accounts for 0.19% of the portfolio, ranked #111.

Forza Wealth Management first reported a position in SPIB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.25M in Q1 2023. 106 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Forza Wealth Management held 18,510 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $619K as of Q2 2026.
Forza Wealth Management left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.19% of Forza Wealth Management's portfolio in Q2 2026, its #111 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 15 quarters since.
Forza Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.25M in Q1 2023.
106 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.