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

GeoWealth 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
Q2 		$5.71M Buy
170,527
+35,331
+26% +$1.18M 0.18% 71
2026
Q1 		$4.53M Buy
135,196
+59,570
+79% +$2.01M 0.16% 79
2025
Q4 		$2.56M Buy
75,626
+37,876
+100% +$1.28M 0.09% 134
2025
Q3 		$1.28M Buy
37,750
+24,379
+182% +$820K 0.05% 248
2025
Q2 		$449K Buy
13,371
+175
+1% +$5.79K 0.02% 426
2025
Q1 		$439K Sell
13,196
-70,892
-84% -$2.34M 0.02% 452
2024
Q4 		$2.75M Buy
84,088
+80,652
+2,347% +$2.67M 0.09% 147
2024
Q3 		$116K Sell
3,436
-168
-5% -$5.58K ﹤0.01% 865
2024
Q2 		$117K Buy
+3,604
New +$117K 0.01% 763
2021
Q3 		– Sell
-5,073
Closed -$187K – 402
2021
Q2 		$187K Sell
5,073
-9,042
-64% -$330K 0.02% 199
2021
Q1 		$510K Sell
14,115
-12,507
-47% -$459K 0.08% 115
2020
Q4 		$989K Buy
26,622
+14,660
+123% +$541K 0.16% 106
2020
Q3 		$443K Buy
11,962
+5,699
+91% +$210K 0.13% 101
2020
Q2 		$230K Buy
+6,263
New +$223K 0.1% 140

Other funds holding SPIB

LPL Financial
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

GeoWealth Management's SPIB Position: Q2 2026 in Review

GeoWealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 26% in Q2 2026, buying an estimated $1.18M and bringing the position to 170,527 shares worth $5.71M. The position accounts for 0.18% of the portfolio, ranked #71.

GeoWealth Management first reported a position in SPIB in Q2 2020 and has held it in 14 quarters since. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • GeoWealth Management held 170,527 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $5.71M as of Q2 2026.
  • GeoWealth Management bought 35,331 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.18M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.18% of GeoWealth Management's portfolio in Q2 2026, its #71 holding.
  • GeoWealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2020 and has held it in 14 quarters since.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.