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

Gilpin 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
Q2 		$2.61M Sell
77,985
-579
-0.7% -$19.4K 1.8% 10
2026
Q1 		$2.64M Buy
78,564
+628
+0.8% +$21.2K 2.09% 9
2025
Q4 		$2.64M Buy
+77,936
New +$2.64M 2.09% 11

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

Gilpin Wealth Management's SPIB Position: Q2 2026 in Review

Gilpin Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.74% in Q2 2026, selling an estimated $19.4K and leaving 77,985 shares worth $2.61M. The position accounts for 1.8% of the portfolio, ranked #10.

Gilpin Wealth Management first reported a position in SPIB in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.64M in Q1 2026. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Gilpin Wealth Management held 77,985 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $2.61M as of Q2 2026.
  • Gilpin Wealth Management sold 579 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $19.4K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.8% of Gilpin Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Gilpin Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.64M 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 Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.