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 Q2	$217K	Buy	6,487 +76	+1%	+$2.54K	0.03%	414
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 $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

Founders Financial Alliance's SPIB Position: Q2 2026 in Review

Founders Financial Alliance increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.2% in Q2 2026, buying an estimated $2.54K and bringing the position to 6,487 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #414.

Founders Financial Alliance first reported a position in SPIB in Q2 2021 and has held it in 13 quarters since. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Founders Financial Alliance held 6,487 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $217K as of Q2 2026.
Founders Financial Alliance bought 76 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $2.54K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #414 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 13 quarters since.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.