Founders Financial Alliance’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Founders Financial Alliance’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 Q1	$215K	Buy	6,411 +6,368	+14,809%	+$215K	0.04%	375
2025 Q4	$1.45K	Sell	43 -139	-76%	-$4.71K	﹤0.01%	590
2025 Q3	$6.17K	Buy	182 +139	+323%	+$4.68K	﹤0.01%	638
2025 Q2	$1.44K	Sell	43 -139	-76%	-$4.6K	﹤0.01%	531
2025 Q1	$6.05K	Buy	182 +139	+323%	+$4.58K	﹤0.01%	550
2024 Q4	$1.41K	Hold	43	–	–	﹤0.01%	564
2024 Q3	$1.45K	Hold	43	–	–	﹤0.01%	574
2024 Q2	$1.4K	Hold	43	–	–	﹤0.01%	544
2024 Q1	$1.41K	Buy	+43	New	+$1.4K	﹤0.01%	543
2023 Q3	–	Sell	-435	Closed	-$14K	–	508
2023 Q2	$14K	Buy	+435	New	+$14K	0.01%	433
2021 Q4	–	Sell	-275	Closed	-$10K	–	490
2021 Q3	$10K	Hold	275	–	–	﹤0.01%	402
2021 Q2	$10K	Buy	+275	New	+$10K	﹤0.01%	424

Other funds holding SPIB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Founders Financial Alliance's SPIB Position: Q1 2026 in Review

Founders Financial Alliance increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 14,809% in Q1 2026, buying an estimated $215K and bringing the position to 6,411 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #375.

Founders Financial Alliance first reported a position in SPIB in Q2 2021 and has held it in 12 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Founders Financial Alliance held 6,411 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $215K as of Q1 2026.
Founders Financial Alliance bought 6,368 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $215K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.04% of Founders Financial Alliance's portfolio in Q1 2026, its #375 holding.
Founders Financial Alliance first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2021 and has held it in 12 quarters since.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.