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

Fourth Dimension Wealth’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 		$2.77M Sell
82,742
-16,084
-16% -$538K 0.88% 34
2026
Q1 		$3.31M Buy
98,826
+1,119
+1% +$37.8K 1.26% 23
2025
Q4 		$3.3M Buy
97,707
+1,856
+2% +$62.9K 1.21% 25
2025
Q3 		$3.25M Buy
95,851
+5,501
+6% +$185K 1.24% 25
2025
Q2 		$3.03M Buy
90,350
+9,526
+12% +$315K 1.28% 23
2025
Q1 		$2.69M Buy
80,824
+24,687
+44% +$814K 1.3% 23
2024
Q4 		$1.84M Buy
+56,137
New +$1.86M 0.96% 28

Other funds holding SPIB

LPL Financial
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Fourth Dimension Wealth's SPIB Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 16% in Q2 2026, selling an estimated $538K and leaving 82,742 shares worth $2.77M. The position accounts for 0.88% of the portfolio, ranked #34.

Fourth Dimension Wealth first reported a position in SPIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.31M in Q1 2026. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Fourth Dimension Wealth held 82,742 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $2.77M as of Q2 2026.
  • Fourth Dimension Wealth sold 16,084 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $538K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.88% of Fourth Dimension Wealth's portfolio in Q2 2026, its #34 holding.
  • Fourth Dimension Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.31M in Q1 2026.
  • 587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.