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 Q2	$1.81M	Buy	54,077 +17,023	+46%	+$570K	0.18%	41
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 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

Global Endowment Management's SPIB Position: Q2 2026 in Review

Global Endowment Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 46% in Q2 2026, buying an estimated $570K and bringing the position to 54,077 shares worth $1.81M. The position accounts for 0.18% of the portfolio, ranked #41.

Global Endowment Management first reported a position in SPIB in Q4 2024 and has held it in 7 quarters since. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Global Endowment Management held 54,077 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.81M as of Q2 2026.
Global Endowment Management bought 17,023 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $570K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.18% of Global Endowment Management's portfolio in Q2 2026, its #41 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 7 quarters since.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Global Endowment Management's 13F filing for Q2 2026, filed 14 Aug 2026.