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

Geneos 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	$3.01M	Buy	89,839 +209	+0.2%	+$7.06K	0.07%	292
2025 Q4	$3.03M	Buy	89,630 +2,045	+2%	+$69.3K	0.07%	289
2025 Q3	$2.97M	Buy	87,585 +3,069	+4%	+$103K	0.08%	283
2025 Q2	$2.84M	Sell	84,516 -103,565	-55%	-$3.43M	0.07%	306
2025 Q1	$6.25M	Buy	188,081 +104,255	+124%	+$3.44M	0.09%	271
2024 Q4	$2.75M	Sell	83,826 -202	-0.2%	-$6.69K	0.1%	231
2024 Q3	$2.83M	Sell	84,028 -8,754	-9%	-$291K	0.11%	222
2024 Q2	$3.02M	Buy	92,782 +397	+0.4%	+$12.9K	0.13%	178
2024 Q1	$3.02M	Buy	92,385 +7,608	+9%	+$248K	0.14%	184
2023 Q4	$2.78M	Buy	84,777 +10,309	+14%	+$328K	0.14%	178
2023 Q3	$2.34M	Buy	74,468 +8,528	+13%	+$272K	0.12%	187
2023 Q2	$2.12M	Buy	65,940 +21,354	+48%	+$690K	0.11%	210
2023 Q1	$1.45M	Buy	44,586 +2,944	+7%	+$95K	0.09%	244
2022 Q4	$1.33M	Buy	41,642 +2,439	+6%	+$77.1K	0.08%	229
2022 Q3	$1.23M	Sell	39,203 -4,028	-9%	-$131K	0.08%	221
2022 Q2	$1.42M	Buy	43,231 +8,811	+26%	+$291K	0.07%	255
2022 Q1	$1.18M	Buy	34,420 +3,506	+11%	+$123K	0.05%	316
2021 Q4	$1.12M	Buy	30,914 +4,777	+18%	+$173K	0.04%	367
2021 Q3	$956K	Buy	26,137 +3,435	+15%	+$126K	0.04%	394
2021 Q2	$832K	Sell	22,702 -12,830	-36%	-$468K	0.03%	420
2021 Q1	$1.29M	Buy	35,532 +3,852	+12%	+$141K	0.04%	357
2020 Q4	$628K	Buy	31,680 +16,526	+109%	+$610K	0.03%	474
2020 Q3	$555K	Buy	15,154 +490	+3%	+$18K	0.03%	402
2020 Q2	$533K	Buy	14,664 +1,720	+13%	+$61.2K	0.03%	399
2020 Q1	$435K	Sell	12,944 -129,519	-91%	-$4.54M	0.03%	401
2019 Q4	$5.03M	Sell	142,463 -3,185	-2%	-$112K	0.27%	107
2019 Q3	$5.13M	Buy	145,648 +2,457	+2%	+$86.2K	0.31%	84
2019 Q2	$5M	Buy	143,191 +47,035	+49%	+$1.61M	0.31%	85
2019 Q1	$3.29M	Buy	96,156 +2,905	+3%	+$97.6K	0.22%	123
2018 Q4	$3.08M	Buy	93,251 +152	+0.2%	+$5.01K	0.23%	119
2018 Q3	$3.1M	Buy	93,099 +81,255	+686%	+$2.71M	0.21%	138
2018 Q2	$394K	Buy	11,844 +150	+1%	+$4.99K	0.03%	371
2018 Q1	$392K	Buy	11,694 +1,205	+11%	+$40.6K	0.03%	355
2017 Q4	$358K	Buy	10,489 +3,640	+53%	+$125K	0.03%	393
2017 Q3	$236K	Hold	6,849	–	–	0.02%	467
2017 Q2	$235K	Buy	6,849 +900	+15%	+$30.9K	0.02%	456
2017 Q1	$203K	Sell	5,949 -73	-1%	-$2.48K	0.02%	478
2016 Q4	$204K	Hold	6,022	–	–	0.03%	453
2016 Q3	$210K	Sell	6,022 -334	-5%	-$11.6K	0.03%	436
2016 Q2	$221K	Sell	6,356 -1,658	-21%	-$57.1K	0.03%	411
2016 Q1	$274K	Buy	+8,014	New	+$270K	0.04%	359

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

Geneos Wealth Management's SPIB Position: Q1 2026 in Review

Geneos Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.23% in Q1 2026, buying an estimated $7.06K and bringing the position to 89,839 shares worth $3.01M. The position accounts for 0.07% of the portfolio, ranked #292.

Geneos Wealth Management first reported a position in SPIB in Q1 2016 and has held it in 41 quarters since. The position peaked at $6.25M in Q1 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Geneos Wealth Management held 89,839 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $3.01M as of Q1 2026.
Geneos Wealth Management bought 209 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $7.06K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.07% of Geneos Wealth Management's portfolio in Q1 2026, its #292 holding.
Geneos Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2016 and has held it in 41 quarters since.
Geneos Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $6.25M in Q1 2025.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.