Guardian Asset Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Guardian Asset Advisors’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	$7.81M	Buy	233,376 +23,077	+11%	+$772K	3.6%	6
2026 Q1	$7.05M	Sell	210,299 -423	-0.2%	-$14.3K	4.12%	6
2025 Q4	$7.12M	Buy	210,722 +1,592	+0.8%	+$53.9K	3.71%	7
2025 Q3	$7.09M	Sell	209,130 -7,464	-3%	-$251K	3.81%	7
2025 Q2	$7.27M	Buy	216,594 +3,005	+1%	+$99.5K	4.18%	6
2025 Q1	$7.1M	Buy	213,589 +4,443	+2%	+$146K	4.63%	5
2024 Q4	$6.85M	Buy	209,146 +6,657	+3%	+$220K	4.39%	6
2024 Q3	$6.82M	Sell	202,489 -43,840	-18%	-$1.46M	4.63%	4
2024 Q2	$8.02M	Buy	246,329 +45,153	+22%	+$1.46M	5.89%	3
2024 Q1	$6.58M	Buy	201,176 +44,877	+29%	+$1.46M	5.46%	3
2023 Q4	$5.13M	Buy	+156,299	New	+$4.97M	4.81%	3

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

Guardian Asset Advisors's SPIB Position: Q2 2026 in Review

Guardian Asset Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 11% in Q2 2026, buying an estimated $772K and bringing the position to 233,376 shares worth $7.81M. The position accounts for 3.6% of the portfolio, ranked #6.

Guardian Asset Advisors first reported a position in SPIB in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.02M in Q2 2024. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Guardian Asset Advisors held 233,376 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $7.81M as of Q2 2026.
Guardian Asset Advisors bought 23,077 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $772K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 3.6% of Guardian Asset Advisors's portfolio in Q2 2026, its #6 holding.
Guardian Asset Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Guardian Asset Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $8.02M in Q2 2024.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.