Golden State Equity Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Golden State Equity Partners’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	$5.89K	Hold	176	–	–	0.02%	245
2026 Q1	$5.9K	Buy	+176	New	+$5.95K	﹤0.01%	1436
2024 Q4	–	Sell	-50	Closed	-$1.68K	–	806
2024 Q3	$1.68K	Buy	+50	New	+$1.66K	﹤0.01%	711
2021 Q3	–	Sell	-6,150	Closed	-$226K	–	275
2021 Q2	$226K	Buy	6,150 +208	+4%	+$7.59K	0.09%	218
2021 Q1	$215K	Sell	5,942 -1,829	-24%	-$67.1K	0.12%	158
2020 Q4	$288K	Buy	+7,771	New	+$287K	0.2%	126

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

Golden State Equity Partners's SPIB Position: Q2 2026 in Review

Golden State Equity Partners held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q2 2026 at 176 shares worth $5.89K. The position accounts for 0.02% of the portfolio, ranked #245.

Golden State Equity Partners first reported a position in SPIB in Q4 2020 and has held it in 6 quarters since. The position peaked at $288K in Q4 2020. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Golden State Equity Partners held 176 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $5.89K as of Q2 2026.
Golden State Equity Partners left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Golden State Equity Partners's portfolio in Q2 2026, its #245 holding.
Golden State Equity Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2020 and has held it in 6 quarters since.
Golden State Equity Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $288K in Q4 2020.
583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.