GC
SPIB icon

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

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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. 96 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.
  • 96 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.