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

Glassman Wealth Services’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 		$105K Buy
+3,135
New +$105K 0.01% 108
2021
Q4 		– Sell
-5
Closed – – 1893
2021
Q3 		$0 Buy
+5
New +$184 ﹤0.01% 1791

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

Glassman Wealth Services's SPIB Position: Q2 2026 in Review

Glassman Wealth Services opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026: 3,135 shares worth $105K. The stake represents 0.01% of the portfolio and ranks #108 among its holdings. This is a return to the name: Glassman Wealth Services previously reported a position in SPIB as recently as Q3 2021.

Glassman Wealth Services first reported a position in SPIB in Q3 2021 and has held it in 2 quarters since. 590 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Glassman Wealth Services held 3,135 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $105K as of Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Glassman Wealth Services position in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #108 holding.
  • Glassman Wealth Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2021 and has held it in 2 quarters since.
  • 590 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.