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Hershey Financial Advisers’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Hershey Financial Advisers’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 		– Sell
-115,041
Closed -$3.89M – 103
2025
Q4 		$3.89M Buy
115,041
+6,847
+6% +$232K 3.29% 7
2025
Q3 		$3.67M Buy
+108,194
New +$3.64M 3.14% 8

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
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
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
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hershey Financial Advisers's SPIB Position: Q1 2026 in Review

Hershey Financial Advisers sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2026, closing a stake of 115,041 shares — an estimated $3.89M sold.

Hershey Financial Advisers first reported a position in SPIB in Q3 2025 and held it in 2 quarters. The position peaked at $3.89M in Q4 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Hershey Financial Advisers reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Hershey Financial Advisers sold 115,041 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $3.89M.
  • Hershey Financial Advisers first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2025 and held it in 2 quarters.
  • Hershey Financial Advisers's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.89M in Q4 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.