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

Gateway Wealth Partners’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	$5.88M	Sell	175,696 -131,712	-43%	-$4.41M	0.35%	74
2026 Q1	$10.3M	Buy	307,408 +193,327	+169%	+$6.53M	0.4%	66
2025 Q4	$3.86M	Buy	114,081 +6,581	+6%	+$223K	0.43%	67
2025 Q3	$3.64M	Buy	107,500 +11,702	+12%	+$394K	0.49%	59
2025 Q2	$3.22M	Buy	95,798 +6,033	+7%	+$200K	0.61%	48
2025 Q1	$2.98M	Buy	89,765 +7,381	+9%	+$243K	0.67%	42
2024 Q4	$2.7M	Buy	82,384 +12,183	+17%	+$403K	0.7%	40
2024 Q3	$2.37M	Buy	70,201 +3,685	+6%	+$122K	0.65%	41
2024 Q2	$2.17M	Buy	66,516 +8,772	+15%	+$284K	0.65%	38
2024 Q1	$1.89M	Buy	57,744 +198	+0.3%	+$6.46K	0.68%	37
2023 Q4	$1.89M	Buy	57,546 +13,778	+31%	+$438K	0.76%	33
2023 Q3	$1.38M	Buy	43,768 +5,654	+15%	+$180K	0.25%	65
2023 Q2	$1.22M	Buy	38,114 +12,351	+48%	+$399K	0.22%	71
2023 Q1	$837K	Buy	+25,763	New	+$831K	0.13%	83

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

Gateway Wealth Partners's SPIB Position: Q2 2026 in Review

Gateway Wealth Partners reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 43% in Q2 2026, selling an estimated $4.41M and leaving 175,696 shares worth $5.88M. The position accounts for 0.35% of the portfolio, ranked #74.

Gateway Wealth Partners first reported a position in SPIB in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.3M in Q1 2026. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Gateway Wealth Partners held 175,696 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $5.88M as of Q2 2026.
Gateway Wealth Partners sold 131,712 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $4.41M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.35% of Gateway Wealth Partners's portfolio in Q2 2026, its #74 holding.
Gateway Wealth Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Gateway Wealth Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $10.3M in Q1 2026.
583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.