Founders Financial Alliance
SPIB icon

Founders Financial Alliance’s State Street SPDR Portfolio Intermediate Term Corporate Bond Index 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
Q3 		$204K Sell
6,314
-173
-3% -$5.71K 0.03% 384
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
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
American Family Investments
American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Founders Financial Alliance's SPIB Position: Q3 2026 in Review

Founders Financial Alliance reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) stake by 2.7% in Q3 2026, selling an estimated $5.71K and leaving 6,314 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #384.

Founders Financial Alliance first reported a position in SPIB in Q2 2021 and has held it in 14 quarters since. The position peaked at $217K in Q2 2026. 533 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

  • Founders Financial Alliance held 6,314 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $204K as of Q3 2026.
  • Founders Financial Alliance sold 173 State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF shares in Q3 2026, an estimated $5.71K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up 0.03% of Founders Financial Alliance's portfolio in Q3 2026, its #384 holding.
  • Founders Financial Alliance first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q2 2021 and has held it in 14 quarters since.
  • Founders Financial Alliance's State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF position peaked at $217K in Q2 2026.
  • 533 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.

Based on Founders Financial Alliance's 13F filing for Q3 2026, filed 10 Nov 2026.