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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
Q3 		$2.46M Sell
76,205
-1,780
-2% -$58.7K 1.66% 14
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

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $130M AUM 7% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Gilpin Wealth Management's SPIB Position: Q3 2026 in Review

Gilpin Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2.3% in Q3 2026, selling an estimated $58.7K and leaving 76,205 shares worth $2.46M. The position accounts for 1.66% of the portfolio, ranked #14.

Gilpin Wealth Management first reported a position in SPIB in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.64M in Q1 2026. 32 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

  • Gilpin Wealth Management held 76,205 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $2.46M as of Q3 2026.
  • Gilpin Wealth Management sold 1,780 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $58.7K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.66% of Gilpin Wealth Management's portfolio in Q3 2026, its #14 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 4 quarters since.
  • Gilpin Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.64M in Q1 2026.
  • 32 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.