Global Financial Private Client’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Global Financial Private Client’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	$206K	Sell	6,148 -40	-0.6%	-$1.34K	0.06%	243
2026 Q1	$208K	Hold	6,188	–	–	0.07%	231
2025 Q4	$209K	Sell	6,188 -1,464	-19%	-$49.6K	0.07%	220
2025 Q3	$259K	Buy	+7,652	New	+$257K	0.09%	201
2025 Q2	–	Sell	-9,804	Closed	-$326K	–	1391
2025 Q1	$326K	Buy	9,804 +1,174	+14%	+$38.7K	0.12%	163
2024 Q4	$283K	Buy	8,630 +4,205	+95%	+$139K	0.11%	173
2024 Q3	$149K	Hold	4,425	–	–	0.06%	218
2024 Q2	$144K	Hold	4,425	–	–	0.06%	205
2024 Q1	$144K	Buy	4,425 +2,770	+167%	+$90.4K	0.06%	204
2023 Q4	$54.3K	Hold	1,655	–	–	0.03%	292
2023 Q3	$51.6K	Hold	1,655	–	–	0.03%	284
2023 Q2	$52.9K	Hold	1,655	–	–	0.03%	282
2023 Q1	$53.9K	Hold	1,655	–	–	0.03%	275
2022 Q4	$52.7K	Buy	1,655 +450	+37%	+$14.2K	0.03%	269
2022 Q3	$38K	Buy	+1,205	New	+$39.3K	0.02%	293
2020 Q3	–	Sell	-5,917	Closed	-$216K	–	513
2020 Q2	$216K	Buy	+5,917	New	+$210K	0.19%	99

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 Financial Private Client's SPIB Position: Q2 2026 in Review

Global Financial Private Client reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.65% in Q2 2026, selling an estimated $1.34K and leaving 6,148 shares worth $206K. The position accounts for 0.06% of the portfolio, ranked #243.

Global Financial Private Client first reported a position in SPIB in Q2 2020 and has held it in 16 quarters since. The position peaked at $326K in Q1 2025. 589 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Global Financial Private Client held 6,148 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $206K as of Q2 2026.
Global Financial Private Client sold 40 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.34K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.06% of Global Financial Private Client's portfolio in Q2 2026, its #243 holding.
Global Financial Private Client first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2020 and has held it in 16 quarters since.
Global Financial Private Client's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $326K in Q1 2025.
589 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.