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Grimes & Company’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Grimes & Company’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 		$257K Sell
7,694
-43
-0.6% -$1.44K 0.01% 401
2026
Q1 		$259K Sell
7,737
-2,958
-28% -$100K 0.01% 382
2025
Q4 		$362K Buy
10,695
+3,060
+40% +$104K 0.01% 349
2025
Q3 		$259K Buy
+7,635
New +$257K 0.01% 398

Other funds holding SPIB

LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Grimes & Company's SPIB Position: Q2 2026 in Review

Grimes & Company reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.56% in Q2 2026, selling an estimated $1.44K and leaving 7,694 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #401.

Grimes & Company first reported a position in SPIB in Q3 2025 and has held it in 4 quarters since. The position peaked at $362K in Q4 2025. 590 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Grimes & Company held 7,694 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $257K as of Q2 2026.
  • Grimes & Company sold 43 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.44K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #401 holding.
  • Grimes & Company first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Grimes & Company's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $362K in Q4 2025.
  • 590 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.