Freestone Capital Holdings’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Freestone Capital Holdings’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	$5.02M	Sell	149,801 -57,475	-28%	-$1.94M	0.15%	96
2025 Q4	$7.01M	Sell	207,276 -6,532	-3%	-$221K	0.21%	79
2025 Q3	$7.25M	Buy	+213,808	New	+$7.19M	0.22%	74
2021 Q1	–	Sell	-3,045	Closed	-$113K	–	1021
2020 Q4	$113K	Buy	3,045 +2,985	+4,975%	+$110K	0.01%	415
2020 Q3	$2.21K	Buy	+60	New	+$2.21K	﹤0.01%	1022

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

Freestone Capital Holdings's SPIB Position: Q1 2026 in Review

Freestone Capital Holdings reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 28% in Q1 2026, selling an estimated $1.94M and leaving 149,801 shares worth $5.02M. The position accounts for 0.15% of the portfolio, ranked #96.

Freestone Capital Holdings first reported a position in SPIB in Q3 2020 and has held it in 5 quarters since. The position peaked at $7.25M in Q3 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Freestone Capital Holdings held 149,801 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $5.02M as of Q1 2026.
Freestone Capital Holdings sold 57,475 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $1.94M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.15% of Freestone Capital Holdings's portfolio in Q1 2026, its #96 holding.
Freestone Capital Holdings first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2020 and has held it in 5 quarters since.
Freestone Capital Holdings's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $7.25M in Q3 2025.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.