GIA
SPIB icon

Gladstone Institutional Advisory’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Gladstone Institutional Advisory’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 		$19.1M Buy
570,042
+456,625
+403% +$15.4M 0.71% 29
2025
Q4 		$3.83M Buy
113,417
+12,478
+12% +$423K 0.14% 151
2025
Q3 		$3.42M Buy
100,939
+2,215
+2% +$74.5K 0.13% 165
2025
Q2 		$3.32M Buy
98,724
+14,800
+18% +$490K 0.14% 165
2025
Q1 		$2.79M Buy
83,924
+13,143
+19% +$433K 0.13% 173
2024
Q4 		$2.32M Buy
70,781
+5,786
+9% +$192K 0.11% 200
2024
Q3 		$2.19M Sell
64,995
-34,844
-35% -$1.16M 0.11% 210
2024
Q2 		$3.25M Buy
99,839
+88,428
+775% +$2.86M 0.17% 155
2024
Q1 		$373K Buy
+11,411
New +$372K 0.02% 487

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
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
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
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gladstone Institutional Advisory's SPIB Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 403% in Q1 2026, buying an estimated $15.4M and bringing the position to 570,042 shares worth $19.1M. The position accounts for 0.71% of the portfolio, ranked #29.

Gladstone Institutional Advisory first reported a position in SPIB in Q1 2024 and has held it in 9 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Gladstone Institutional Advisory held 570,042 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $19.1M as of Q1 2026.
  • Gladstone Institutional Advisory bought 456,625 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $15.4M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.71% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #29 holding.
  • Gladstone Institutional Advisory first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.