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

Golden State Wealth 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	$2.13M	Sell	63,732 -774	-1%	-$25.9K	0.19%	109
2026 Q1	$2.16M	Buy	64,506 +520	+0.8%	+$17.6K	0.24%	88
2025 Q4	$2.16M	Buy	63,986 +3,239	+5%	+$110K	0.23%	86
2025 Q3	$2.06M	Buy	60,747 +3,025	+5%	+$102K	0.23%	83
2025 Q2	$1.94M	Buy	57,722 +2,361	+4%	+$78.2K	0.24%	79
2025 Q1	$1.84M	Buy	55,361 +5,904	+12%	+$195K	0.27%	74
2024 Q4	$1.62M	Buy	+49,457	New	+$1.64M	0.24%	79
2020 Q4	–	Sell	-2,105	Closed	-$77K	–	398
2020 Q3	$77K	Sell	2,105 -5,163	-71%	-$190K	0.03%	291
2020 Q2	$266K	Buy	7,268 +5,047	+227%	+$180K	0.07%	194
2020 Q1	$76K	Buy	+2,221	New	+$77.9K	0.03%	291
2019 Q4	–	Sell	-2,235	Closed	-$79K	–	797
2019 Q3	$79K	Buy	2,235 +135	+6%	+$4.74K	0.03%	347
2019 Q2	$73K	Buy	2,100 +1,398	+199%	+$48K	0.02%	386
2019 Q1	$24K	Buy	+702	New	+$23.6K	0.01%	583

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 Wealth Management's SPIB Position: Q2 2026 in Review

Golden State Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.2% in Q2 2026, selling an estimated $25.9K and leaving 63,732 shares worth $2.13M. The position accounts for 0.19% of the portfolio, ranked #109.

Golden State Wealth Management first reported a position in SPIB in Q1 2019 and has held it in 13 quarters since. The position peaked at $2.16M in Q1 2026. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Golden State Wealth Management held 63,732 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $2.13M as of Q2 2026.
Golden State Wealth Management sold 774 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $25.9K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.19% of Golden State Wealth Management's portfolio in Q2 2026, its #109 holding.
Golden State Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2019 and has held it in 13 quarters since.
Golden State Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.16M in Q1 2026.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.