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

Gentry Private Wealth’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	$7.69M	Buy	229,761 +10,820	+5%	+$362K	3.96%	4
2026 Q1	$7.34M	Sell	218,941 -3,422	-2%	-$116K	4.42%	3
2025 Q4	$7.52M	Buy	222,363 +11,776	+6%	+$399K	4.74%	3
2025 Q3	$7.14M	Buy	210,587 +16,405	+8%	+$552K	4.97%	3
2025 Q2	$6.52M	Sell	194,182 -2,040	-1%	-$67.5K	4.98%	3
2025 Q1	$6.52M	Buy	+196,222	New	+$6.47M	5.37%	3
2024 Q4	–	Sell	-108,572	Closed	-$3.66M	–	72
2024 Q3	$3.66M	Buy	108,572 +7,813	+8%	+$260K	2.99%	5
2024 Q2	$3.28M	Buy	+100,759	New	+$3.26M	2.88%	5

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

Gentry Private Wealth's SPIB Position: Q2 2026 in Review

Gentry Private Wealth increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4.9% in Q2 2026, buying an estimated $362K and bringing the position to 229,761 shares worth $7.69M. The position accounts for 3.96% of the portfolio, ranked #4.

Gentry Private Wealth first reported a position in SPIB in Q2 2024 and has held it in 8 quarters since. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Gentry Private Wealth held 229,761 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $7.69M as of Q2 2026.
Gentry Private Wealth bought 10,820 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $362K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 3.96% of Gentry Private Wealth's portfolio in Q2 2026, its #4 holding.
Gentry Private Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.