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FSB Premier Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

FSB Premier Wealth Management’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 		$480K Sell
14,319
-688
-5% -$23.2K 0.15% 143
2025
Q4 		$507K Hold
15,007
– – 0.16% 137
2025
Q3 		$509K Sell
15,007
-654
-4% -$22K 0.17% 132
2025
Q2 		$526K Sell
15,661
-10,575
-40% -$350K 0.19% 125
2025
Q1 		$872K Sell
26,236
-5,973
-19% -$197K 0.34% 84
2024
Q4 		$1.06M Sell
32,209
-4,670
-13% -$155K 0.42% 61
2024
Q3 		$1.24M Sell
36,879
-27,390
-43% -$910K 0.51% 49
2024
Q2 		$2.09M Sell
64,269
-20,759
-24% -$672K 0.94% 30
2024
Q1 		$2.78M Sell
85,028
-7,655
-8% -$250K 1.29% 19
2023
Q4 		$3.04M Sell
92,683
-5,497
-6% -$175K 1.52% 16
2023
Q3 		$3.09M Buy
98,180
+132
+0.1% +$4.2K 1.72% 16
2023
Q2 		$3.15M Sell
98,048
-8,992
-8% -$290K 1.71% 16
2023
Q1 		$3.48M Buy
107,040
+2
+0% +$65 1.93% 15
2022
Q4 		$3.41M Sell
107,038
-1,949
-2% -$61.6K 1.87% 14
2022
Q3 		$3.41M Buy
108,987
+1,439
+1% +$46.9K 2% 13
2022
Q2 		$3.51M Sell
107,548
-2,936
-3% -$97.1K 1.95% 13
2022
Q1 		$3.67M Sell
110,484
-8,216
-7% -$288K 1.84% 15
2021
Q4 		$4.29M Sell
118,700
-9,303
-7% -$337K 1.79% 14
2021
Q3 		$4.67M Sell
128,003
-747
-0.6% -$27.5K 2.34% 14
2021
Q2 		$4.72M Buy
128,750
+5,558
+5% +$203K 2.42% 14
2021
Q1 		$4.46M Sell
123,192
-13,342
-10% -$490K 2.41% 14
2020
Q4 		$5.08M Buy
+136,534
New +$5.04M 2.72% 11

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
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
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
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FSB Premier Wealth Management's SPIB Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4.6% in Q1 2026, selling an estimated $23.2K and leaving 14,319 shares worth $480K. The position accounts for 0.15% of the portfolio, ranked #143.

FSB Premier Wealth Management first reported a position in SPIB in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.08M in Q4 2020. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • FSB Premier Wealth Management held 14,319 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $480K as of Q1 2026.
  • FSB Premier Wealth Management sold 688 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $23.2K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.15% of FSB Premier Wealth Management's portfolio in Q1 2026, its #143 holding.
  • FSB Premier Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • FSB Premier Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $5.08M in Q4 2020.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.