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 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 $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guardian Asset Advisors's SPIB Position: Q1 2026 in Review

Guardian Asset Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.2% in Q1 2026, selling an estimated $14.3K and leaving 210,299 shares worth $7.05M. The position accounts for 4.12% of the portfolio, ranked #6.

Guardian Asset Advisors first reported a position in SPIB in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.02M in Q2 2024. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Guardian Asset Advisors held 210,299 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $7.05M as of Q1 2026.
Guardian Asset Advisors sold 423 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $14.3K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 4.12% of Guardian Asset Advisors's portfolio in Q1 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 10 quarters since.
Guardian Asset Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $8.02M in Q2 2024.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Guardian Asset Advisors's 13F filing for Q1 2026, filed 14 May 2026.