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HM Payson & Co’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

HM Payson & Co’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 		$6.93M Hold
207,176
– – 0.09% 103
2026
Q1 		$6.95M Buy
207,176
+21
+0% +$710 0.1% 98
2025
Q4 		$7M Buy
207,155
+22,233
+12% +$753K 0.1% 93
2025
Q3 		$6.27M Buy
184,922
+43,921
+31% +$1.48M 0.09% 93
2025
Q2 		$4.73M Buy
141,001
+30,422
+28% +$1.01M 0.08% 102
2025
Q1 		$3.68M Hold
110,579
– – 0.06% 121
2024
Q4 		$3.62M Hold
110,579
– – 0.06% 124
2024
Q3 		$3.73M Hold
110,579
– – 0.06% 123
2024
Q2 		$3.6M Hold
110,579
– – 0.07% 125
2024
Q1 		$3.61M Hold
110,579
– – 0.07% 123
2023
Q4 		$3.63M Buy
110,579
+31,026
+39% +$986K 0.08% 121
2023
Q3 		$2.5M Sell
79,553
-1
-0% -$32 0.06% 138
2023
Q2 		$2.55M Hold
79,554
– – 0.06% 134
2023
Q1 		$2.58M Hold
79,554
– – 0.06% 129
2022
Q4 		$2.53M Buy
79,554
+79,253
+26,330% +$2.51M 0.06% 125
2022
Q3 		$9K Buy
301
+300
+30,000% +$9.78K ﹤0.01% 787
2022
Q2 		$0 Hold
1
– – ﹤0.01% 1131
2022
Q1 		$0 Hold
1
– – ﹤0.01% 1149
2021
Q4 		$0 Hold
1
– – ﹤0.01% 1162
2021
Q3 		$0 Hold
1
– – ﹤0.01% 1128
2021
Q2 		$0 Sell
1
-41
-98% -$1.5K ﹤0.01% 1168
2021
Q1 		$2K Sell
42
-79,028
-100% -$2.9M ﹤0.01% 1063
2020
Q4 		$2.94M Hold
79,070
– – 0.08% 132
2020
Q3 		$2.91M Hold
79,070
– – 0.09% 122
2020
Q2 		$2.89M Buy
79,070
+14,000
+22% +$498K 0.1% 114
2020
Q1 		$2.21M Hold
65,070
– – 0.09% 121
2019
Q4 		$2.3M Hold
65,070
– – 0.07% 137
2019
Q3 		$2.3M Hold
65,070
– – 0.08% 135
2019
Q2 		$2.27M Buy
65,070
+6,000
+10% +$206K 0.08% 137
2019
Q1 		$2.02M Buy
+59,070
New +$1.98M 0.08% 138
2018
Q4 		– Sell
-61,870
Closed -$2.06M – 287
2018
Q3 		$2.06M Sell
61,870
-15,000
-20% -$500K 0.09% 133
2018
Q2 		$2.56M Hold
76,870
– – 0.11% 119
2018
Q1 		$2.58M Hold
76,870
– – 0.11% 127
2017
Q4 		$2.63M Hold
76,870
– – 0.11% 130
2017
Q3 		$2.65M Hold
76,870
– – 0.11% 126
2017
Q2 		$2.65M Hold
76,870
– – 0.12% 124
2017
Q1 		$2.62M Buy
76,870
+20,552
+36% +$699K 0.12% 122
2016
Q4 		$1.91M Hold
56,318
– – 0.09% 138
2016
Q3 		$1.97M Hold
56,318
– – 0.1% 138
2016
Q2 		$1.97M Hold
56,318
– – 0.1% 132
2016
Q1 		$1.93M Buy
+56,318
New +$1.9M 0.1% 131

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

HM Payson & Co's SPIB Position: Q2 2026 in Review

HM Payson & Co held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q2 2026 at 207,176 shares worth $6.93M. The position accounts for 0.09% of the portfolio, ranked #103.

HM Payson & Co first reported a position in SPIB in Q1 2016 and has held it in 41 quarters since. The position peaked at $7M in Q4 2025. 92 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • HM Payson & Co held 207,176 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $6.93M as of Q2 2026.
  • HM Payson & Co left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.09% of HM Payson & Co's portfolio in Q2 2026, its #103 holding.
  • HM Payson & Co first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2016 and has held it in 41 quarters since.
  • HM Payson & Co's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $7M in Q4 2025.
  • 92 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.