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 Q2	$4.07M	Sell	121,678 -28,123	-19%	-$941K	0.11%	123
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 $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

Freestone Capital Holdings's SPIB Position: Q2 2026 in Review

Freestone Capital Holdings reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 19% in Q2 2026, selling an estimated $941K and leaving 121,678 shares worth $4.07M. The position accounts for 0.11% of the portfolio, ranked #123.

Freestone Capital Holdings first reported a position in SPIB in Q3 2020 and has held it in 6 quarters since. The position peaked at $7.25M in Q3 2025. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Freestone Capital Holdings held 121,678 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $4.07M as of Q2 2026.
Freestone Capital Holdings sold 28,123 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $941K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.11% of Freestone Capital Holdings's portfolio in Q2 2026, its #123 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 6 quarters since.
Freestone Capital Holdings's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $7.25M in Q3 2025.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.