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Freestate Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Freestate Advisors’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 		$5.15M Buy
153,980
+5,837
+4% +$195K 3.85% 8
2026
Q1 		$4.97M Buy
148,143
+15,451
+12% +$522K 3.97% 8
2025
Q4 		$4.49M Buy
132,692
+57,164
+76% +$1.94M 3.65% 8
2025
Q3 		$2.56M Buy
75,528
+6,322
+9% +$213K 2.15% 10
2025
Q2 		$2.32M Buy
69,206
+5,645
+9% +$187K 2.08% 9
2025
Q1 		$2.11M Buy
63,561
+12,410
+24% +$409K 2.1% 11
2024
Q4 		$1.68M Buy
51,151
+10,518
+26% +$348K 1.73% 12
2024
Q3 		$1.37M Buy
+40,633
New +$1.35M 1.43% 13

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

Freestate Advisors's SPIB Position: Q2 2026 in Review

Freestate Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 3.9% in Q2 2026, buying an estimated $195K and bringing the position to 153,980 shares worth $5.15M. The position accounts for 3.85% of the portfolio, ranked #8.

Freestate Advisors first reported a position in SPIB in Q3 2024 and has held it in 8 quarters since. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Freestate Advisors held 153,980 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $5.15M as of Q2 2026.
  • Freestate Advisors bought 5,837 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $195K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 3.85% of Freestate Advisors's portfolio in Q2 2026, its #8 holding.
  • Freestate Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Freestate Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.