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 Q2	$20.7M	Buy	617,222 +47,180	+8%	+$1.58M	0.65%	33
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 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

Gladstone Institutional Advisory's SPIB Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 8.3% in Q2 2026, buying an estimated $1.58M and bringing the position to 617,222 shares worth $20.7M. The position accounts for 0.65% of the portfolio, ranked #33.

Gladstone Institutional Advisory first reported a position in SPIB in Q1 2024 and has held it in 10 quarters since. 589 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Gladstone Institutional Advisory held 617,222 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $20.7M as of Q2 2026.
Gladstone Institutional Advisory bought 47,180 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.58M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.65% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #33 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 10 quarters since.
589 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.