GEM
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Global Endowment Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Global Endowment 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
Q1 		$1.24M Buy
37,054
+16,824
+83% +$569K 0.14% 48
2025
Q4 		$684K Buy
20,230
+4,014
+25% +$136K 0.09% 67
2025
Q3 		$550K Buy
16,216
+753
+5% +$25.3K 0.07% 78
2025
Q2 		$519K Buy
15,463
+395
+3% +$13.1K 0.07% 70
2025
Q1 		$501K Buy
15,068
+75
+0.5% +$2.47K 0.07% 77
2024
Q4 		$491K Buy
+14,993
New +$496K 0.06% 107

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

Global Endowment Management's SPIB Position: Q1 2026 in Review

Global Endowment Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 83% in Q1 2026, buying an estimated $569K and bringing the position to 37,054 shares worth $1.24M. The position accounts for 0.14% of the portfolio, ranked #48.

Global Endowment Management first reported a position in SPIB in Q4 2024 and has held it in 6 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Global Endowment Management held 37,054 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.24M as of Q1 2026.
  • Global Endowment Management bought 16,824 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $569K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.14% of Global Endowment Management's portfolio in Q1 2026, its #48 holding.
  • Global Endowment Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and has held it in 6 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 Global Endowment Management's 13F filing for Q1 2026, filed 14 May 2026.